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Gavekal Research
Jan 01st 2000
Chart - Velocity and US CPI
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Gavekal Research
Jan 01st 2000
Chart - Velocity vs bond yields
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Gavekal Research
Jan 01st 2000
Chart - GaveKal velocity vs US dollar
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Gavekal Research
Jan 01st 2000
Chart - GaveKal velocity vs US house prices
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Gavekal Research
Jan 01st 2000
Chart - GaveKal velocity vs Nasdaq
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Gavekal Research
Jan 01st 2000
Spanish & Italian banks have used the LTRO to buy gvt. bonds
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Gavekal Research
Jan 01st 2000
Chart - LTRO-fuelled bond purchases
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Gavekal Research
Jan 01st 2000
Chart - FHFA house index
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Gavekal Research
Jan 01st 2000
Imports are feeding China's rising gas consumption, at least for now
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Gavekal Research
Jan 01st 2000
Chart - Imports are feeding China's rising gas consumption
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Gavekal Research
Jan 01st 2000
Policy will determine which path China's housing supply takes
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Gavekal Research
Jan 01st 2000
Chart - MSCV vs food and fuel
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Gavekal Research
Jan 01st 2000
Chart - Six-month rate of change in oil and food
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Gavekal Research
Jan 01st 2000
Chart - US C&I loans boosted by January data change
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Gavekal Research
Jan 01st 2000
Chart - US C&I loan growth
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Gavekal Research
Jan 01st 2000
Sharp inventory buildup in late 2011 seems to have eased recently
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Gavekal Research
Jan 01st 2000
China's new orders have also started to pick up
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Gavekal Research
Jan 01st 2000
Sharp inventory buildup in late 2011 seems to have eased recently
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Gavekal Research
Jan 01st 2000
China's new orders have also started to pick up
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Gavekal Research
Jan 01st 2000
Chart- World MSCI vs Eur
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Gavekal Research
Jan 01st 2000
Chart- World MSCI vs Euro
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Gavekal Research
Jan 01st 2000
China's lower GDP targets reflect the slowdown in trend growth
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Gavekal Research
Jan 01st 2000
China's government spending on social services continues to rise
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Gavekal Research
Jan 01st 2000
Chart - Indicators point to Asian exports recovery
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Gavekal Research
Jan 01st 2000
Chart - Diffusion index Asian equities
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Gavekal Research
Jan 01st 2000
Chart - China FAI by type
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart - A Euroland barbell play
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Gavekal Research
Jan 01st 2000
Chart - Excess Reserves at the Fed
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Gavekal Research
Jan 01st 2000
Chart - US short rates and excess reserves
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Gavekal Research
Jan 01st 2000
Chart - US participation rate and other ratios
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Gavekal Research
Jan 01st 2000
Chart - Women in US workforce
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Gavekal Research
Jan 01st 2000
Chart - US prime worker ratio
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Gavekal Research
Jan 01st 2000
Chart - Final Wave US female worker participation
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Gavekal Research
Jan 01st 2000
Chart - US labor participation rates by age
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Gavekal Research
Jan 01st 2000
Chart - Youth participation in US labor markets
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Gavekal Research
Jan 01st 2000
Chart - US school enrollment rates
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Gavekal Research
Jan 01st 2000
Chart - US enployment vs education
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Gavekal Research
Jan 01st 2000
Real deposit rates are now turning positive in China
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Gavekal Research
Jan 01st 2000
Chart - China industrial activity slowing
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Gavekal Research
Jan 01st 2000
Chart - China's slowing industrial activity
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Gavekal Research
Jan 01st 2000
Chart - China's slowing industrial activity
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart - China's contribution to regional growth
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Gavekal Research
Jan 01st 2000
Chart - China's share of construction machinery exports
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Gavekal Research
Jan 01st 2000
Chart - US yield curve vs economic cycle
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Gavekal Research
Jan 01st 2000
Five Year Plan targets drive recent swings in China's energy intensity
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Gavekal Research
Jan 01st 2000
Prices do matter for improving China's energy efficiency
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Gavekal Research
Jan 01st 2000
Chart - South Korea USD vs KRW returns
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Gavekal Research
Jan 01st 2000
The worst of the correction may be over for Chinese housing prices
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Gavekal Research
Jan 01st 2000
Chart - Oil and India's CA deficit
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Gavekal Research
Jan 01st 2000
China's housing sales don't yet support a rebound in prices
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Gavekal Research
Jan 01st 2000
Chart - China's contribution to regional growth
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Gavekal Research
Jan 01st 2000
Chart - China's share of construction machinery exports
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Gavekal Research
Jan 01st 2000
Chart - Fed's swaps
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Gavekal Research
Jan 01st 2000
Chart - Indonesia CPI
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Gavekal Research
Jan 01st 2000
Chart - US Prime Worker Ratio
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Gavekal Research
Jan 01st 2000
Chart - US Participation Rate
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Gavekal Research
Jan 01st 2000
Chart - US structural inflation trend
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Gavekal Research
Jan 01st 2000
Chart - US spending and inflation
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Gavekal Research
Jan 01st 2000
Chart - US Asset and Liabilities
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Gavekal Research
Jan 01st 2000
Chart - US gov't spending and real rates
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Gavekal Research
Jan 01st 2000
Chart - US public part of GDP is falling
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Gavekal Research
Jan 01st 2000
Chart - US nominal GDP, money supply and velocity
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Gavekal Research
Jan 01st 2000
Chart - GaveKal velocity and us economy
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Gavekal Research
Jan 01st 2000
Chart - US loan growth vs CPI
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Gavekal Research
Jan 01st 2000
Chart - GaveKal velocity vs bond yields
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Gavekal Research
Jan 01st 2000
Chart - US Consumer Debt and Income
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Gavekal Research
Jan 01st 2000
Chart - GaveKal velocity vs US house prices
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Gavekal Research
Jan 01st 2000
Chart - GaveKal velocity vs Nasdaq
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Gavekal Research
Jan 01st 2000
Chart - US Financial Obligation Ratios
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Gavekal Research
Jan 01st 2000
US Financial Obligation Ratios, ex Energy
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Gavekal Research
Jan 01st 2000
Chart - US stocks vs bonds
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Gavekal Research
Jan 01st 2000
The importance of exports to China is easy to over-and under-estimate
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Gavekal Research
Jan 01st 2000
Domestic demand now drives most of China's GDP growth
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Gavekal Research
Jan 01st 2000
The importance of exports to China is easy to over-and under-estimate
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Gavekal Research
Jan 01st 2000
Chart - EMU exports to EM
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Gavekal Research
Jan 01st 2000
Chart - US prime working age population & productivity growth
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Gavekal Research
Jan 01st 2000
China's currency has fallen off its trend of 5% appreciation
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Gavekal Research
Jan 01st 2000
Renminbi is at historic highs in both USD and REER terms
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Gavekal Research
Jan 01st 2000
Chart - UK real GDP since Lehman
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Gavekal Research
Jan 01st 2000
Chart - US population growth: total and working age
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Gavekal Research
Jan 01st 2000
Chart - US population growth rates: total & working ages
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Gavekal Research
Jan 01st 2000
Chart - US population growth rates: total & working ages
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Gavekal Research
Jan 01st 2000
Chart - US working age population growth: projections vs data
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Gavekal Research
Jan 01st 2000
Chart - HK bank exposure to China
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Gavekal Research
Jan 01st 2000
Chart - HK Rising Claims on China
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Gavekal Research
Jan 01st 2000
Chart - The Makeup of HK Depository Base
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Gavekal Research
Jan 01st 2000
Chart - Chinese exports of textiles
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Gavekal Research
Jan 01st 2000
Chart - Chinese textiles as % of total exports
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Gavekal Research
Jan 01st 2000
Chart - GK Diffusion Index on Asian Currencies
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Gavekal Research
Jan 01st 2000
Chinese firms report business is now as bad as in late 2008
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Gavekal Research
Jan 01st 2000
Looser monetary policy usually leads an increase in Chinese loan demand
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Gavekal Research
Jan 01st 2000
Chart - Spanish regional debt
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Gavekal Research
Jan 01st 2000
Chart - Spanish banks loan books
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Gavekal Research
Jan 01st 2000
A third of the urban population does not have full residence rights
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Gavekal Research
Jan 01st 2000
Chart - Spanish regional debt
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Gavekal Research
Jan 01st 2000
A third of the urban population does not have full residence rights
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Gavekal Research
Jan 01st 2000
Chart - Commodities vs equities
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Gavekal Research
Jan 01st 2000
Chart - UK gov't spend vs IP
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Gavekal Research
Jan 01st 2000
Chart - UK private vs public sector and stocks
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Gavekal Research
Jan 01st 2000
Chart - UK private vs public sector and sterling
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