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    Gavekal Research

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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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    Gavekal Research

    GaveKal Daily - Asia's Soft Landing, Despite Europe's Woes

    This document is part of our old archive. It was published on 2008-07-31.You can download it here: GaveKalDailyAsiasSoftLandingDespiteEuropesWoes.pdf

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    Gavekal Research

    Global Equities vs German Bonds

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: GlobalEquitiesvsGermanBonds.pdf

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    Gavekal Research

    Taking a Page from the Hong Kong Playbook

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: TakingaPagefromtheHongKongPlaybook.pdf

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    Gavekal Research

    Will A Drop in Oil Prices Actually Hurt Central Europe

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: WillADropinOilPricesActuallyHurtCentralEurope.pdf

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    Gavekal Research

    The Jaundiced View of Bankers

    This document is part of our old archive. It was published on 2008-07-17.You can download it here: TheJaundicedViewofBankers.pdf

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    Gavekal Research

    Europe Hits the Wall

    This document is part of our old archive. It was published on 2008-07-14.You can download it here: EuropeHitstheWall.pdf

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    Gavekal Research

    A Surprise in Store for Euro Investors?

    This document is part of our old archive. It was published on 2008-07-14.You can download it here: ASurpriseinStoreforEuroInvestors.pdf

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    Gavekal Research

    The Shape of European Banks

    This document is part of our old archive. It was published on 2008-07-14.You can download it here: TheShapeofEuropeanBanks.pdf

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    Gavekal Research

    The European Divergence Trade is Back On

    This document is part of our old archive. It was published on 2008-06-29.You can download it here: TheEuropeanDivergenceTradeisBackOn.pdf

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    Gavekal Research

    Jean-Claude Trichet's Chutzpah

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: JeanClaudeTrichetsChutzpah.pdf

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    Gavekal Research

    Was it All a Bad Joke?

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: WasitAllaBadJoke.pdf

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    Gavekal Research

    A "Plan B" For Oil?

    This document is part of our old archive. It was published on 2008-06-12.You can download it here: APlanBForOil.pdf

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    Gavekal Research

    The ECB's Motivation

    This document is part of our old archive. It was published on 2008-06-06.You can download it here: TheECBsMotivation.pdf

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