Global Liquidity Latest: Black Cygnets?!

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Global Liquidity Latest: Black Cygnets?!

 

·                Whopping US$60 trillion of annual re-financing demands a sizeable balance sheet capacity and, hence, plentiful liquidity. Yet, 85bp of 10-5 year curve flattening is a major credit warning

 

·                Apart from C-19 lockdowns, China is also facing pressure on her currency, sufficient to cause the PBoC to tighten domestic liquidity policies

 

 

 

 

See our latest published research, Global Liquidity Latest – May 2022

 

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