January 2023, Global Liquidity Update: When The Facts Change…

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Global Liquidity Update: When The Facts Change…

 

·           Spurred by rising Global Liquidity, expect strong gains in several markets. But aggregate World equities and World sovereign bonds may be largely range-bound for the year

 

·           China's re-opening may explain the spike in World GDP growth already registering on both our daily Nowcast model and parallel AI-based model of World economic activity

 

 

 

See our latest published research, Global Liquidity Latest – January 2023

 

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