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

 

IMPORTANT – Our email addresses are changing – emails from sender@liquidity.com will become sender@crossbordercapital.com from the 1st of July 2022. After this date emails to ANY email account ending in liquidity.com will NOT work. Please update your records before the 1st of July 2022. You may also receive a direct communication from your contact to this effect. Please feel free to contact us on info@crossbordercapital.com at any time about this change.

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