Global Liquidity Latest: A Bigger Crash?!

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Global Liquidity Latest: A Bigger Crash?!

·                Central Banks are making a major error by hammering down too hard on the brake. World recession is inevitable

 

·                US 10-year Treasuries are worth buying on 3% yields, and given their prevailing yield cushion, high yield US corporates are not far off a 12-month break-even point

 

 

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

 

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