TSS - Major Markets Report, April 2015 - Large Capital Shifts to Emerging Markets

by Michael J. Howell29. April 2015 16:09

Eurozone liquidity is strong and latest April weekly data signals point to renewed Bank of Japan easing, but what really matters for markets is the balance between Chinese and US liquidity: these two economies control more than half of Global Liquidity. Since 2012, China and America's liquidity pumps have been operating at very different speeds, with the US strong and China weak. Now, just as the US Fed is debating tightening policy, China's PBoC has begun to ease. China is more important to the World economy (and Emerging Markets) than the Eurozone and Japan.


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