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    Gavekal Research

    The Mistaken Inflation Fear

    This document is part of our old archive. It was published on 2007-09-26.You can download it here: TheMistakenInflationFear1.pdf

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    Gavekal Research

    Could the Credit Contraction Still Be in Front if Us?

    This document is part of our old archive. It was published on 2007-09-24.You can download it here: CouldtheCreditContractionStillBeinFrontifUs.pdf

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    Gavekal Research

    Second Guessing the Fed

    This document is part of our old archive. It was published on 2007-09-24.You can download it here: SecondGuessingtheFed.pdf

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    Gavekal Research

    OPEC's New Quandary

    This document is part of our old archive. It was published on 2007-09-07.You can download it here: OPECsNewQuandary.pdf

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    Gavekal Research

    We Still Hope For a Deflationary Boom

    This document is part of our old archive. It was published on 2007-09-07.You can download it here: WeStillHopeForaDeflationaryBoom.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - When The Facts Change

    This document is part of our old archive. It was published on 2007-08-30.You can download it here: QuarterlyStrategyChartBookWhenTheFactsChange.pdf

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    Gavekal Research

    The Fed Will Be Right to Cut Rates

    This document is part of our old archive. It was published on 2007-08-23.You can download it here: TheFedWillBeRighttoCutRates.pdf

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    Gavekal Research

    The Incredible Shrinking FX Fund

    This document is part of our old archive. It was published on 2007-08-17.You can download it here: TheIncredibleShrinkingFXFund.pdf

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    Gavekal Research

    Oil Prices and the US Current Account Deficit

    This document is part of our old archive. It was published on 2007-08-10.You can download it here: OilPricesandtheUSCurrentAccountDeficit.pdf

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    Gavekal Research

    On US Share Buybacks

    This document is part of our old archive. It was published on 2007-08-10.You can download it here: OnUSShareBuybacks.pdf

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    Gavekal Research

    Our Internal Discussions

    This document is part of our old archive. It was published on 2007-08-08.You can download it here: OurInternalDiscussions.pdf

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    Gavekal Research

    Does the US Face a Recession?

    This document is part of our old archive. It was published on 2007-08-02.You can download it here: DoestheUSFaceaRecession1.pdf

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    Gavekal Research

    OPEC, Oil and the US$

    This document is part of our old archive. It was published on 2007-07-31.You can download it here: OPECOilandtheUS.pdf

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    Gavekal Research

    Global Economic Activity and US Real Bond Yields

    This document is part of our old archive. It was published on 2007-07-30.You can download it here: GlobalEconomicActivityandUSRealBondYields.pdf

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    Gavekal Research

    The Changing Liquidity Environment

    This document is part of our old archive. It was published on 2007-07-27.You can download it here: TheChangingLiquidityEnvironment.pdf

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    Gavekal Research

    Hermes Ties, Longines Watches & Subprime Bonds

    This document is part of our old archive. It was published on 2007-07-23.You can download it here: HermesTies,LonginesWatches&SubprimeBonds.pdf

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    Gavekal Research

    Monday July 23rd, 2007

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

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    Gavekal Research

    Three Flavors of Protectionism

    This document is part of our old archive. It was published on 2007-07-20.You can download it here: ThreeFlavorsofProtectionism.pdf

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    Gavekal Research

    Is The Tightening Cyle Over

    This document is part of our old archive. It was published on 2007-07-19.You can download it here: IsTheTighteningCyleOver1.pdf

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    Gavekal Research

    A Return to the Mean Trade

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: AReturntotheMeanTrade.pdf

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    Gavekal Research

    The Key Question For FX Markets

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: TheKeyQuestionForFXMarkets.pdf

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    Gavekal Research

    The TED Spread - Its Different This Time

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: TheTEDSpread-ItsDifferentThisTime.pdf

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    Gavekal Research

    Globalization Marked-to-Market

    This document is part of our old archive. It was published on 2007-07-10.You can download it here: GlobalizationMarked-to-Market.pdf

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    Gavekal Research

    Cost & Availability of Money

    This document is part of our old archive. It was published on 2007-06-28.You can download it here: Cost&AvailabilityofMoney.pdf

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    Gavekal Research

    What Is Money?

    This document is part of our old archive. It was published on 2007-06-28.You can download it here: WhatIsMoney.pdf

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    Gavekal Research

    The Rise in Rates And What It Means For Equities

    This document is part of our old archive. It was published on 2007-06-13.You can download it here: TheRiseinRatesAndWhatItMeansForEquities.pdf

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    Gavekal Research

    A Brief Review of Our Internal Discussions

    This document is part of our old archive. It was published on 2007-06-13.You can download it here: ABriefReviewofOurInternalDiscussions.pdf

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    Gavekal Research

    Wednesday June 6th, 2007

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

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    Gavekal Research

    A New Conundrum

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: ANewConundrum.pdf

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    Gavekal Research

    The Three US$ Exchange Rates

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: TheThreeUS$ExchangeRates.pdf

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    Gavekal Research

    Which Currency Should We Buy?

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: WhichCurrencyShouldWeBuy.pdf

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    Gavekal Research

    Why Would Inflation Stay Muted?

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: WhyWouldInflationStayMuted.pdf

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    Gavekal Research

    Growth in Reserves & The Current Account Deficit

    This document is part of our old archive. It was published on 2007-05-21.You can download it here: GrowthinReserves&TheCurrentAccountDeficit.pdf

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    Gavekal Research

    Will the US Consumer Kick His Gasoline Habit?

    This document is part of our old archive. It was published on 2007-05-21.You can download it here: WilltheUSConsumerKickHisGasolineHabit.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 2Q07 - So What Now?

    This document is part of our old archive. It was published on 2007-05-17.You can download it here: QuarterlyStrategyChartBook-2Q07-SoWhatNow.pdf

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    Gavekal Research

    The Disappointing US$ Rally

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: TheDisappointingUS$Rally.pdf

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    Gavekal Research

    Oil, OPEC and the US$

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: Oil,OPECandtheUS$.pdf

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    Gavekal Research

    Does The French Election Matter to Investors?

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: DoesTheFrenchElectionMattertoInvestors.pdf

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    Gavekal Research

    Part 2: So What Should We Worry About?

    This document is part of our old archive. It was published on 2007-05-02.You can download it here: Part2SoWhatShouldWeWorryAbout1.pdf

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    Gavekal Research

    Is The Market Rising Because of Strong Earnings

    This document is part of our old archive. It was published on 2007-04-30.You can download it here: IsTheMarketRisingBecauseofStrongEarnings.pdf

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    Gavekal Research

    The Danger Remains On Rates

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheDangerRemainsOnRates.pdf

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    Gavekal Research

    The Odd Rise In Central Bank Reserves

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheOddRiseInCentralBankReserves.pdf

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    Gavekal Research

    Is Gold Rising Because of Coming Inflation?

    This document is part of our old archive. It was published on 2007-04-17.You can download it here: IsGoldRisingBecauseofComingInflation.pdf

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    Gavekal Research

    The third wave (NPC roundup part 2)

    NPC roundup part II

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    Gavekal Research

    Divergent US and International Liquidity Flows

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: DivergentUSandInternationalLiquidityFlows.pdf

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    Gavekal Research

    Is A Recession Likely in the US?

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: IsARecessionLikelyintheUS1.pdf

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    Gavekal Research

    Why Make It Simple When It Can Be Complicated?

    This document is part of our old archive. It was published on 2007-03-26.You can download it here: WhyMakeItSimpleWhenItCanBeComplicated1.pdf

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    Gavekal Research

    Breaking the Rules

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: BreakingtheRules.pdf

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    Gavekal Research

    Changes in the Global Liquidity Environment?

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: ChangesintheGlobalLiquidityEnvironment.pdf

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    Gavekal Research

    Enough Dynamite to Go Fishing

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: EnoughDynamitetoGoFishing.pdf

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    Gavekal Research

    Trend & Cycle - When They Diverge, Watch Out

    This document is part of our old archive. It was published on 2007-03-13.You can download it here: Trend&Cycle-WhenTheyDiverge,WatchOut.pdf

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    Gavekal Research

    Alpha in Drags

    This document is part of our old archive. It was published on 2007-03-02.You can download it here: AlphainDrags.pdf

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    Gavekal Research

    The Current Sell-Off

    This document is part of our old archive. It was published on 2007-02-28.You can download it here: TheCurrentSell-Off.pdf

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    Gavekal Research

    Another Explanation to the Odd Dichotomy

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: AnotherExplanationtotheOddDichotomy.pdf

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    Gavekal Research

    Confusing Tea Leaves

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: ConfusingTeaLeaves.pdf

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    Gavekal Research

    What if Growth Decouples from the US?

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: WhatifGrowthDecouplesfromtheUS.pdf

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    Gavekal Research

    Explaining The Drop of Volatility of Growth

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: ExplainingTheDropofVolatilityofGrowth.pdf

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    Gavekal Research

    The Continuing Boom

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: TheContinuingBoom.pdf

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    Gavekal Research

    The Never-Ending Story

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: TheNever-EndingStory.pdf

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    Gavekal Research

    The Risk Is On Rates - Part 2

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: TheRiskIsOnRates-Part2.pdf

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    Gavekal Research

    Risk 3 - Asian Central Bankers Change Their Policies?

    This document is part of our old archive. It was published on 2007-01-26.You can download it here: Risk3-AsianCentralBankersChangeTheirPolicies.pdf

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    Gavekal Research

    The Third Strand of America's Iranian Policy

    This document is part of our old archive. It was published on 2007-01-26.You can download it here: TheThirdStrandofAmericasIranianPolicy.pdf

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    Gavekal Research

    All Eyes On Monetary Policy

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: AllEyesOnMonetaryPolicy.pdf

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    Gavekal Research

    Something's Gotta Give

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: SomethingsGottaGive1.pdf

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    Gavekal Research

    Sterling: An Attractive Bet Against the Euro

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: SterlingAnAttractiveBetAgainsttheEuro.pdf

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    Gavekal Research

    How Sustainable Are The Share BuyBacks

    This document is part of our old archive. It was published on 2007-01-03.You can download it here: HowSustainableAreTheShareBuyBacks.pdf

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    Gavekal Research

    Lazyness of Intellectual Dishonesty?

    This document is part of our old archive. It was published on 2006-12-13.You can download it here: LazynessofIntellectualDishonesty.pdf

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    Gavekal Research

    The US Job Machine Continues To Chug Along

    This document is part of our old archive. It was published on 2006-12-13.You can download it here: TheUSJobMachineContinuesToChugAlong.pdf

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    Gavekal Research

    US Equities Are Still Cheap

    This document is part of our old archive. It was published on 2006-12-05.You can download it here: USEquitiesAreStillCheap.pdf

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    Gavekal Research

    The Demise of the Dollar Is Greatly Exaggerated

    This document is part of our old archive. It was published on 2006-12-05.You can download it here: TheDemiseoftheDollarIsGreatlyExaggerated1.pdf

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    Gavekal Research

    More On Earnings Yields

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: MoreOnEarningsYields.pdf

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    Gavekal Research

    On Dividends

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: OnDividends.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book 4Q06 - Lasting & Rolling Trends

    This document is part of our old archive. It was published on 2006-11-24.You can download it here: QuarterlyStrategyChartBook4Q06-Lasting&RollingTrends.pdf

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    Gavekal Research

    Will the Dems Confine Healthcare to the Sick Bay?

    This document is part of our old archive. It was published on 2006-11-20.You can download it here: WilltheDemsConfineHealthcaretotheSickBay.pdf

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    Gavekal Research

    We Remain Bullish US Equities

    This document is part of our old archive. It was published on 2006-11-13.You can download it here: WeRemainBullishUSEquities.pdf

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    Gavekal Research

    Guest Column on Nuclear Energy - Part II - USA

    This document is part of our old archive. It was published on 2006-11-09.You can download it here: GuestColumnonNuclearEnergy-PartII-USA.pdf

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    Gavekal Research

    Guest Column on Nuclear Energy - Part II - USA

    This document is part of our old archive. It was published on 2006-11-09.You can download it here: GuestColumnonNuclearEnergy-PartII-USA1.pdf

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    Gavekal Research

    Another Inflation Boom Trade

    This document is part of our old archive. It was published on 2006-11-07.You can download it here: AnotherInflationBoomTrade.pdf

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    Gavekal Research

    Too Hot For Bonds, To Cold for Metals

    This document is part of our old archive. It was published on 2006-10-31.You can download it here: TooHotForBonds,ToColdforMetals.pdf

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    Gavekal Research

    Why We Don't Worry About the US Election

    This document is part of our old archive. It was published on 2006-10-31.You can download it here: WhyWeDontWorryAbouttheUSElection.pdf

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    Gavekal Research

    Restaurant Rotation: The Exception to the Rule

    This document is part of our old archive. It was published on 2006-10-23.You can download it here: RestaurantRotationTheExceptiontotheRule.pdf

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    Gavekal Research

    And Tax Cuts That Did Work

    This document is part of our old archive. It was published on 2006-10-17.You can download it here: AndTaxCutsThatDidWork.pdf

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    Gavekal Research

    Demography & Savings

    This document is part of our old archive. It was published on 2006-10-17.You can download it here: Demography&Savings.pdf

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    Gavekal Research

    Why We Have Been More Cautious On Bonds

    This document is part of our old archive. It was published on 2006-10-17.You can download it here: WhyWeHaveBeenMoreCautiousOnBonds.pdf

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    Gavekal Research

    The Need for New Accounting Rules

    This document is part of our old archive. It was published on 2006-10-12.You can download it here: TheNeedforNewAccountingRules.pdf

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    Gavekal Research

    Reviewing our Bullish Stance on US Equities - US Equity Strategy Report

    This document is part of our old archive. It was published on 2006-09-25.You can download it here: ReviewingourBullishStanceonUSEquities-USEquityStrategyReport.pdf

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    Gavekal Research

    When the Pieces of the Puzzle Fall Nicely in Place

    This document is part of our old archive. It was published on 2006-09-18.You can download it here: WhenthePiecesofthePuzzleFallNicelyinPlace.pdf

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    Gavekal Research

    US Equity Strategy - On the Other Side of Oil

    This document is part of our old archive. It was published on 2006-09-08.You can download it here: USEquityStrategy-OntheOtherSideofOil.pdf

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    Gavekal Research

    Housing & US Current Account Deficit

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: Housing&USCurrentAccountDeficit.pdf

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    Gavekal Research

    The Hurricane Season

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: TheHurricaneSeason.pdf

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    Gavekal Research

    More On US Margins

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: MoreOnUSMargins.pdf

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    Gavekal Research

    US vs EAFE

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: USvsEAFE.pdf

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    Gavekal Research

    US Current Account Deficits & Liquidity Squeezes

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: USCurrentAccountDeficits&LiquiditySqueezes.pdf

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    Gavekal Research

    The Myth of Reverting margins and Why We Love US Equities

    This document is part of our old archive. It was published on 2006-08-28.You can download it here:

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    Gavekal Research

    Repost: Tech Sell-Off Survivors

    This document is part of our old archive. It was published on 2006-08-15.You can download it here: RepostTechSell-OffSurvivors.pdf

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    Gavekal Research

    Tech Sell-Off Survivors - US Equity Strategy Report

    This document is part of our old archive. It was published on 2006-08-13.You can download it here: TechSell-OffSurvivors-USEquityStrategyReport.pdf

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    Gavekal Research

    Short Rate Differentials and the US$

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: ShortRateDifferentialsandtheUS$.pdf

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    Gavekal Research

    Three Charts and an Odd Situation

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: ThreeChartsandanOddSituation.pdf

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    Gavekal Research

    The Invisible Hand's Impressive Work

    This document is part of our old archive. It was published on 2006-08-03.You can download it here: TheInvisibleHandsImpressiveWork.pdf

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    Gavekal Research

    US Equity Strategy Report: Sysco: The True Platform Company

    This document is part of our old archive. It was published on 2006-07-28.You can download it here: USEquityStrategyReportSyscoTheTruePlatformCompany.pdf

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