E.g., 22-01-2022
E.g., 22-01-2022
We have found 920 results.
View by: Grid List
Sort by: Relevancy Date
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Les Aristocrates a La Lanterne

    As the readers have probably realized by now, Marx has always been one of our heroes for a simple reason: there is no wrong idea about economic systems, political systems, human nature, or the future which he did not embrace with gusto. Finding someone else who has been so consistently wrong would be quite a challenge. But, like a broken clock, even Marx got to be right once when he wrote that “the economic infrastructure determines the...

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Second New Year Wish

    The previous page discusses the Fed’s manipulation of the short-end of the yield curve. As we all know, the Fed did not stop here, but has also targeted the long end of the curve. It achieved this mostly by buying the benchmark 10-year bond, while talking the Dollar down at the same time. Why such a policy would make any American feel richer was never clear to us. After all, this policy encourages:

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Charles’ Wish for 2011 by Charles Gave

    It is customary at the beginning of the year to express some wishes. Mine will be very simple: I wish that the central planning in the US comes to an end. Since 2001, Fed directors have decided in their infinite wisdom that they knew better than the market. The prevailing idea seems to be that if interest rates are maintained at very low levels—even lower than the structural growth rate—then economic activity will improve. In fact, one could...

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Is EMU Rebalancing Possible?

    As 2010 unfolded, the viability of the European monetary union project became the main ‘x-factor’ for global financial markets. And as the new year starts, we see little reason why 2011 should prove any different. Indeed, the genie is now out of the bottle and the world realizes that the Euro is a political project with significant economic costs. Worse yet for European policymakers, these economic costs are now rapidly mutating into political...

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Five Corners (10 December 2010)

    This document is part of our old archive. You can download it by clicking the PDF button above.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    EMU Debt Crisis, Part III

    This document is part of our old archive. It was published on 2010-11-29.You can download it here: GKAdHocComment1011291.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Euro Debate, Part II

    This document is part of our old archive. It was published on 2010-11-26.You can download it here: GKAdHocComment101126.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Misleading Averages

    This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners1011161.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Real Imbalance in the System

    This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners1011165.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    What If Ireland Taps the EU Emergency Fund?

    This document is part of our old archive. It was published on 2010-11-12.You can download it here: GKAdHocComment101112.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Policy Mix and Volatility

    This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners101103.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Business of America is Business

    This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011031.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Circle of Manipulation Lives On

    This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKDailyReport101019.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Has the Euro Proven Itself?

    This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKAdHocComment101019.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Debasing the Currency & Risk Premiums

    This document is part of our old archive. It was published on 2010-10-05.You can download it here: GKFiveCorners1010053.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Dangers of the Financial & Housing Complex

    This document is part of our old archive. It was published on 2010-10-05.You can download it here: GKFiveCorners1010055.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Morality of Chinese Growth

    This document is part of our old archive. It was published on 2010-09-24.You can download it here: GKAdHocComment100924.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    An Earnings Bull Market

    This document is part of our old archive. It was published on 2010-09-20.You can download it here: GKFiveCorners1009201.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The End of the Political Market for Votes?

    This document is part of our old archive. It was published on 2010-09-20.You can download it here: GKFiveCorners1009204.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Ricardian Growth, Schumpeterian Growth & the Cost of Capital

    This document is part of our old archive. It was published on 2010-09-15.You can download it here: GKAdHocComment100915.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    How the World Works

    This document is part of our old archive. It was published on 2010-09-10.You can download it here: GKAdHocComment1009101.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Is Inflation Really Dead?

    This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009063.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    MUST READ - Markets Are Pricing in the 'New Normal'

    This document is part of our old archive. It was published on 2010-08-18.You can download it here: GKAdHocComment1008181.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Is the US Current Account At a Turning Point?

    This document is part of our old archive. It was published on 2010-08-06.You can download it here: GKAdHocComment100806.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Arithmetic View of Economics Will Lead to Disaster

    This document is part of our old archive. It was published on 2010-07-26.You can download it here: GKFiveCorners100726.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    No Double-Dip In Sight

    This document is part of our old archive. It was published on 2010-07-26.You can download it here: GKFiveCorners1007263.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Why Keynesian Policies are Doomed to Fail

    This document is part of our old archive. It was published on 2010-07-26.You can download it here: GKFiveCorners1007264.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Little Bit of a Conceptual Problem

    This document is part of our old archive. It was published on 2010-07-12.You can download it here: GKFiveCorners1007121.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Time for a Rally

    This document is part of our old archive. It was published on 2010-07-12.You can download it here: GKFiveCorners1007124.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    What is Normal Anyway?

    This document is part of our old archive. It was published on 2010-07-12.You can download it here: GKFiveCorners1007125.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Assets to Own in a Triple Merit Boom

    This document is part of our old archive. It was published on 2010-07-08.You can download it here: GKFiveCorners1007081.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Euro Purchasing Power vs Asian FX

    This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKFiveCorners1007051.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    On Euro Purchasing Power

    This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKFiveCorners1007052.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A New Asset Class?

    This document is part of our old archive. It was published on 2010-06-28.You can download it here: GKFiveCorners1006281.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    On Rebalancing: No Pain, No Gain

    This document is part of our old archive. It was published on 2010-06-28.You can download it here: GKFiveCorners1006285.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Managing Money in a Solvency Crisis

    This document is part of our old archive. It was published on 2010-06-01.You can download it here: GKFiveCorners1006014.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Oil, Inflation and Asian Equities

    This document is part of our old archive. It was published on 2010-05-25.You can download it here: GKFiveCorners1005253.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Is it Time to Reduce the EMU Underweighting?

    This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKFiveCorners1005173.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Where Will the Risk Re-Emerge?

    This document is part of our old archive. It was published on 2010-05-12.You can download it here: GKAdHocComment100512.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    MUST READ: Was the Demise of the Soviet Union a Negative Event?

    This document is part of our old archive. It was published on 2010-04-30.You can download it here: GKAdHocComment100430.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Real Rates & The Euro-US$

    This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004192.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Puzzling Convergence of Real Rates

    This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004193.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Simple Decision Process for the Yen-US$ Exchange Rate

    This document is part of our old archive. It was published on 2010-04-12.You can download it here: GKFiveCorners1004125.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Crowding-Out Factor

    This document is part of our old archive. It was published on 2010-03-30.You can download it here: GKAdHocComment1003301.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Euro Exchange Standard

    This document is part of our old archive. It was published on 2010-03-24.You can download it here: GKFiveCorners1003243.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    US Relative Performances & the US Current Account

    This document is part of our old archive. It was published on 2010-03-08.You can download it here: GKFiveCorners1003085.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Return of the Bond Market Vigilantes

    This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002225.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Who Will Finance Europe's Weaker Governments?

    This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002226.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    It's All About the Terms of Trade

    This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002083.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Price of Big Government

    This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002084.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Shorting the Fed

    This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001252.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Canary in the Cuckoo Clock

    This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001254.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Bank Loans, Economic Growth & the Bond Market

    This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKDailyReport1001111.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    German or US Bonds?

    This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001114.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Ricardo, Schumpeter or Malthus?

    This document is part of our old archive. It was published on 2009-12-14.You can download it here: GKFiveCorners0912143.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Gold and Central Bank Reserves

    This document is part of our old archive. It was published on 2009-11-30.You can download it here: GKFiveCorners0911304.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Third Decline of the US$

    This document is part of our old archive. It was published on 2009-11-30.You can download it here: GKFiveCorners0911307.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Synchronized Global Recovery

    This document is part of our old archive. It was published on 2009-11-17.You can download it here: GKFiveCorners091117.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Tale of Two Decades

    This document is part of our old archive. It was published on 2009-11-02.You can download it here: GKFiveCorners0911021.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Very Unusual Phenomenon

    This document is part of our old archive. It was published on 2009-11-02.You can download it here: GKFiveCorners0911022.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    On Controlling Velocity

    This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKFiveCorners0910195.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Budget Deficits--Structural or Cyclical?

    This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKFiveCorners0910196.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Must Read - The US Current Account Deficit - Part Deux

    This document is part of our old archive. It was published on 2009-10-07.You can download it here: GKAdHocComment091007.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Asia as the New 'Buy and Hold' Market?

    This document is part of our old archive. It was published on 2009-10-06.You can download it here: GKFiveCorners0910061.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    MUST READ - What Are Central Banks Waiting For?

    This document is part of our old archive. It was published on 2009-10-05.You can download it here: GKAdHocComment0910051.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The US Current Account Deficit as a Solution

    This document is part of our old archive. It was published on 2009-09-08.You can download it here: GKFiveCorners0909087.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    GaveKal Daily - Who is on the Other Side of the Narrowing US CA Deficit?

    This document is part of our old archive. It was published on 2009-09-08.You can download it here: GKDailyReport0909081.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Japan's History With 'Unnatural Rates'

    This document is part of our old archive. It was published on 2009-08-31.You can download it here: GKFiveCorners0908311.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Bear Market for Indexation

    This document is part of our old archive. It was published on 2009-08-24.You can download it here: GKFiveCorners0908241.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Do We Really Need a New Bretton Woods?

    This document is part of our old archive. It was published on 2009-08-24.You can download it here: GKFiveCorners0908243.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Chronicle of a Death Foretold (Excel)

    This document is part of our old archive. It was published on 2009-08-11.You can download it here: ChronicleofaDeathForetold.xls

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Chronicle of a Death Foretold

    This document is part of our old archive. It was published on 2009-08-11.You can download it here: GKAdHocComment0908111.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The US Current Account and Trade-Weighted Dollar

    This document is part of our old archive. It was published on 2009-07-29.You can download it here: GKFiveCorners0907293.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Why Are Reserves Up and US CA Deficit Down?

    This document is part of our old archive. It was published on 2009-07-29.You can download it here: GKFiveCorners0907294.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Barbell Strategy

    This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners0907203.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A V-Shaped Recovery in Profits

    This document is part of our old archive. It was published on 2009-07-14.You can download it here: GKAdHocComment0907141.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Fed Funds and Bank Loans

    This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906303.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    On Sustainable Budgets

    This document is part of our old archive. It was published on 2009-06-17.You can download it here: GKFiveCorners0906172.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Increasingly Convincing Recovery (and the 'Seven Deadly Sins' That Threaten it)

    This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKFiveCorners0906012.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Fatal Conceit at Work

    This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905185.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Strange Disconnect

    This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners0905052.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    An Unprecedented Surge in US Savings

    This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904201.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Is Inflation Coming Back? (Parts 1 & 2)

    This document is part of our old archive. It was published on 2009-03-24.You can download it here: GKFiveCorners0903241.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Return of Classical Asset Allocation

    This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKBondMarkets090310.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    On the Preference for Liquidity

    This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKFinancials090310.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Challenges We Face

    This document is part of our old archive. It was published on 2009-03-09.You can download it here: GKBondMarkets0903091.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Behind the Car Sector Carnage

    This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKCapitalSpending090223.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Death Knell of the Car Industry

    This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKCapitalSpending0902231.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The Pound as a Leading Indicator

    This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKEconomicGrowth090209.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Valuing the US Stock Market: A Long View

    This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKBondMarkets0902091.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    European Dislocations

    This document is part of our old archive. It was published on 2009-01-29.You can download it here: GKEconomicGrowth090129.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Return to the Magical 5%

    This document is part of our old archive. It was published on 2009-01-09.You can download it here: GKBondMarkets090109.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Very Important Turn

    This document is part of our old archive. It was published on 2009-01-09.You can download it here: GKBondMarkets0901091.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    As Growth Recovers, Bonds Will Tank

    This document is part of our old archive. It was published on 2009-01-09.You can download it here: GKBondMarkets0901092.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Known Unknown and Intellectual Speculation

    This document is part of our old archive. It was published on 2008-12-15.You can download it here: GKBondMarkets081215.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Quantitative Easing

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKLiquidityGrowth081202.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Will Quantitative Easing Lead to Inflation?

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKInflationDeflation081202.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Housing and Demographics

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKFinancials081202.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    The EMU Recession

    This document is part of our old archive. It was published on 2008-11-28.You can download it here: GKBondMarkets081128.pdf

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    A Binary World

    This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKEconomicGrowth081117.pdf

    0
Show me: results