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Gavekal Research
Pierre Gave
Feb 23rd 2009
The Other European Debt Problem
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKBondMarkets0902231.pdf
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Gavekal Research
Research Team
Feb 18th 2009
GaveKal Daily - A Typical Emerging Market Crisis Now Unfolding in Eastern Europe
This document is part of our old archive. It was published on 2009-02-18.You can download it here: GKDailyCheckingtheBoxesReports090218.pdf
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Gavekal Research
Charles Gave
Feb 09th 2009
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
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Gavekal Research
Anatole Kaletsky
Feb 09th 2009
More Talk than Action out of the UK
This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKBondMarkets090209.pdf
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Gavekal Research
Anatole Kaletsky
Feb 09th 2009
The Bad vs the Good News on Deleveraging
This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKFinancials090209.pdf
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Gavekal Research
Pierre Gave
Feb 09th 2009
How Bad is a Bad Bank
This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKFinancials0902091.pdf
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Gavekal Research
Anatole Kaletsky
Feb 04th 2009
Euro Exit or Default: A Cost-Benefit Analysis
This document is part of our old archive. It was published on 2009-02-04.You can download it here: GKBondMarkets090204.pdf
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Gavekal Research
Research Team
Feb 03rd 2009
GaveKal Daily - Who Gets Punished the Least?
This document is part of our old archive. It was published on 2009-02-03.You can download it here: GKCheckingtheBoxesReports090203.pdf
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Gavekal Research
Anatole Kaletsky
Feb 02nd 2009
The Doom in Davos
This document is part of our old archive. It was published on 2009-02-02.You can download it here: GKEconomicGrowth090202.pdf
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Gavekal Research
Charles Gave
Jan 29th 2009
European Dislocations
This document is part of our old archive. It was published on 2009-01-29.You can download it here: GKEconomicGrowth090129.pdf
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Gavekal Research
Research Team
Jan 29th 2009
GaveKal Daily - Europe's Challenges
This document is part of our old archive. It was published on 2009-01-29.You can download it here: GKCheckingtheBoxesReports090129.pdf
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Gavekal Research
Research Team
Jan 26th 2009
GaveKal Daily: The UK Government Attempts to Clarify its Bank Policy
This document is part of our old archive. It was published on 2009-01-26.You can download it here: GKCheckingtheBoxesReports090126.pdf
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Gavekal Research
Anatole Kaletsky
Jan 23rd 2009
Deleveraging Without (Too Much) Pain
This document is part of our old archive. It was published on 2009-01-23.You can download it here: GKFinancials090123.pdf
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Gavekal Research
Anatole Kaletsky
Jan 23rd 2009
Soft Pounding for Britain
This document is part of our old archive. It was published on 2009-01-23.You can download it here: GKFXMarkets0901231.pdf
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Gavekal Research
Research Team
Jan 21st 2009
GaveKal Daily - Why Does it Cost More to Insure Against a Spanish Default Than a Santander Default
This document is part of our old archive. It was published on 2009-01-21.You can download it here: GKCheckingtheBoxesReports090121.pdf
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Gavekal Research
Research Team
Jan 15th 2009
GaveKal Daily - Renewed Fears on the Market
This document is part of our old archive. It was published on 2009-01-15.You can download it here: GKCheckingtheBoxesReports090115.pdf
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Gavekal Research
Research Team
Jan 09th 2009
GaveKal Daily - Germany's Moment of Truth
This document is part of our old archive. It was published on 2009-01-09.You can download it here: GKCheckingtheBoxesReports090109.pdf
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Gavekal Research
Anatole Kaletsky
Jan 09th 2009
A Disappointing BOE Cut
This document is part of our old archive. It was published on 2009-01-09.You can download it here: GKEconomicGrowth090109.pdf
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Gavekal Research
Research Team
Jan 06th 2009
Looking for the "Least Worse" Currencies
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Anatole Kaletsky
Dec 17th 2008
The Fed's Monetary Tsunami
This document is part of our old archive. It was published on 2008-12-17.You can download it here: GKBondMarkets081217.pdf
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Gavekal Research
Charles Gave
Dec 15th 2008
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
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Gavekal Research
Anatole Kaletsky
Dec 15th 2008
Where Will the Money Come From?
This document is part of our old archive. It was published on 2008-12-15.You can download it here: GKBondMarkets0812153.pdf
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Gavekal Research
Research Team
Dec 03rd 2008
GaveKal Daily - The Not So United European Union
This document is part of our old archive. It was published on 2008-12-03.You can download it here: GKCheckingtheBoxesReports0812031.pdf
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Gavekal Research
Anatole Kaletsky
Dec 02nd 2008
Are Switzerland and the UK the Next Icelands?
This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKEuro081202.pdf
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Gavekal Research
Charles Gave
Nov 28th 2008
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
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Gavekal Research
Anatole Kaletsky
Nov 25th 2008
How 'Reckless' Is Darling's Budget?
This document is part of our old archive. It was published on 2008-11-25.You can download it here: GKEconomicGrowth081125.pdf
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Gavekal Research
Charles Gave
Nov 17th 2008
The Greatest Threat to Macroeconomic Stability?
This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKBondMarkets0811171.pdf
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Gavekal Research
Anatole Kaletsky
Nov 17th 2008
The Pound Takes a Pounding
This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKOtherCurrencies081117.pdf
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Gavekal Research
Research Team
Nov 17th 2008
GaveKal Energy Weekly - OPEC's Exaggerated Claims
This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKChina0811171.pdf
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Gavekal Research
Anatole Kaletsky
Nov 07th 2008
Tilting From Fear Back to Greed
This document is part of our old archive. It was published on 2008-11-07.You can download it here: GKEquityMarkets081107.pdf
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Gavekal Research
Research Team
Oct 27th 2008
GaveKal Daily - Denmark Raises Questions About the Euro
This document is part of our old archive. It was published on 2008-10-27.You can download it here: GaveKalDenmarkRaisesQuestionsAbouttheEuro1.pdf
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Gavekal Research
Charles Gave
Oct 20th 2008
An Update on the Three Exchange Rates
This document is part of our old archive. It was published on 2008-10-20.You can download it here: AnUpdateontheThreeExchangeRates.pdf
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Gavekal Research
Anatole Kaletsky
Oct 20th 2008
Countries Where Rescues Could Hurt
This document is part of our old archive. It was published on 2008-10-20.You can download it here: CountriesWhereRescuesCouldHurt.pdf
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Gavekal Research
Research Team
Oct 17th 2008
GaveKal Daily - Reverberations from Eastern Europe
This document is part of our old archive. It was published on 2008-10-17.You can download it here: GaveKalDailyReverberationsfromEasternEurope1.pdf
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Gavekal Research
Arthur Kroeber
Oct 15th 2008
Apres Le Deluge: China in the Credit Crunch Aftermath
This document is part of our old archive. It was published on 2008-10-15.You can download it here: ApresLeDelugeChinaintheCreditCrunchAftermath.pdf
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Gavekal Research
Anatole Kaletsky
Oct 13th 2008
After Paulson's Fiascos, Europe Takes Charge
This document is part of our old archive. It was published on 2008-10-13.You can download it here: AfterPaulsonsFiascosEuropeTakesCharge.pdf
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Gavekal Research
Anatole Kaletsky
Oct 09th 2008
The Great British Bank Bailout
This document is part of our old archive. It was published on 2008-10-09.You can download it here: TheGreatBritishBankBailout.pdf
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Gavekal Research
Research Team
Oct 06th 2008
GaveKal Daily - European Banks in Crisis
This document is part of our old archive. It was published on 2008-10-06.You can download it here: GaveKalDailyEuropeanBanksinCrisis.pdf
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Gavekal Research
Louis Gave
Oct 06th 2008
It is Different This Time, PIGS Will No Longer Fly
This document is part of our old archive. It was published on 2008-10-06.You can download it here: ItisDifferentThisTimePIGSWillNoLongerFly.pdf
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Gavekal Research
Oct 02nd 2008
More Thoughts on the Credit Crisis
This document is part of our old archive. It was published on 2008-10-02.You can download it here: MoreThoughtsontheCreditCrisis2.pdf
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Gavekal Research
Louis Gave
Sep 23rd 2008
The European Divergence Trade
This document is part of our old archive. It was published on 2008-09-23.You can download it here: TheEuropeanDivergenceTrade.pdf
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Gavekal Research
Anatole Kaletsky
Sep 18th 2008
The Doomsday Machine Unleashed
This document is part of our old archive. It was published on 2008-09-18.You can download it here: TheDoomsdayMachineUnleashed.pdf
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Gavekal Research
Anatole Kaletsky
Sep 08th 2008
The UK vs The US
This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheUKvsTheUS.pdf
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Gavekal Research
Charles Gave
Sep 08th 2008
The Next Shoe to Drop
This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheNextShoetoDrop.pdf
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Gavekal Research
Anatole Kaletsky, Arthur Kroeber, Louis Gave, Pierre Gave
Aug 26th 2008
Quarterly Strategy Chart Book - 4Q08 - A Very Different Investment Environment -
This document is part of our old archive. It was published on 2008-08-26.You can download it here: QuarterlyStrategyChartBook4Q08AVeryDifferentInves.pdf
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Gavekal Research
Anatole Kaletsky
Aug 25th 2008
Is Sterling Starting to Get Cheap
This document is part of our old archive. It was published on 2008-08-25.You can download it here: IsSterlingStartingtoGetCheap.pdf
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Gavekal Research
Anatole Kaletsky
Aug 25th 2008
Imagine What the USD Would Do On Good News
This document is part of our old archive. It was published on 2008-08-25.You can download it here: ImagineWhattheUSDWouldDoOnGoodNews.pdf
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Gavekal Research
Pierre Gave
Aug 11th 2008
The Riksbank's First Monetary Policy Error?
This document is part of our old archive. It was published on 2008-08-11.You can download it here: TheRiksbanksFirstMonetaryPolicyError.pdf
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Gavekal Research
Research Team
Aug 07th 2008
GaveKal Daily - European Growth Concerns
This document is part of our old archive. It was published on 2008-08-07.You can download it here: GaveKalDailyEuropeanGrowthConcerns.pdf
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Gavekal Research
Research Team
Aug 04th 2008
GaveKal Daily - Demand Destruction
This document is part of our old archive. It was published on 2008-08-04.You can download it here: GaveKalDailyDemandDestruction.pdf
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