Global View June 2015: A Final Blast of Cash? The China Connection

by Michael J. Howell30. June 2015 12:05

Weakening bond markets are telling us something important. Global Liquidity is rising again, driven largely by the Eurozone and China. The latter is important because of its size. Assuming that the People’s Bank continues to ease, global bonds will sell-off more; the US dollar will remain strong and EM stocks and commodities should rise.


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