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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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Gavekal Research
Research Team
Jul 31st 2008
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
Charles Gave
Jul 28th 2008
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
Louis Gave
Jul 28th 2008
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
Anatole Kaletsky
Jul 28th 2008
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
Anatole Kaletsky
Jul 17th 2008
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
Anatole Kaletsky
Jul 14th 2008
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
Anatole Kaletsky
Jul 14th 2008
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
Anatole Kaletsky
Jul 14th 2008
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
Louis Gave
Jun 29th 2008
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
Charles Gave
Jun 13th 2008
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
Anatole Kaletsky
Jun 13th 2008
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
Anatole Kaletsky
Jun 12th 2008
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
Anatole Kaletsky
Jun 06th 2008
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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Gavekal Research
Anatole Kaletsky
May 20th 2008
A German Growth Story
This document is part of our old archive. It was published on 2008-05-20.You can download it here: AGermanGrowthStory1.pdf
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Gavekal Research
Pierre Gave
May 20th 2008
The Baltic Factor & Swedish Financials
This document is part of our old archive. It was published on 2008-05-20.You can download it here: TheBalticFactorSwedishFinancials.pdf
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Gavekal Research
Louis Gave
May 20th 2008
A Roadmap for Troubling Times--by Louis-Vincent Gave
This document is part of our old archive. It was published on 2008-05-20.You can download it here: ARoadmapforTroublingTimesbyLouisVincentGave.pdf
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Gavekal Research
Charles Gave, Anatole Kaletsky, Louis Gave, Pierre Gave, Research Team
May 15th 2008
Quarterly Strategy Chart Book - 3Q08 - The Purpose of a Bear Market
This document is part of our old archive. It was published on 2008-05-15.You can download it here: QuarterlyStrategyChartBook3Q08ThePurposeofaBearMar1.pdf
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Gavekal Research
May 06th 2008
New Valuation Tools
This document is part of our old archive. It was published on 2008-05-06.You can download it here: NewValuationTools1.pdf
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Gavekal Research
Louis Gave
May 01st 2008
The Contraction in European Spreads
This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheContractioninEuropeanSpreads.pdf
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Gavekal Research
Anatole Kaletsky
May 01st 2008
The Four Momentum Trades
This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheFourMomentumTrades.pdf
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Gavekal Research
Charles Gave
Apr 18th 2008
On the Terms of Trade
This document is part of our old archive. It was published on 2008-04-18.You can download it here: OntheTermsofTrade.pdf
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Gavekal Research
Charles Gave
Apr 16th 2008
Italian Certainties: Debt and Taxes
This document is part of our old archive. It was published on 2008-04-16.You can download it here: ItalianCertaintiesDebtandTaxes.pdf
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Gavekal Research
Anatole Kaletsky
Apr 10th 2008
How Low Can British Houses Go
This document is part of our old archive. It was published on 2008-04-10.You can download it here: HowLowCanBritishHousesGo.pdf
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Gavekal Research
Research Team
Mar 24th 2008
A One-Sided Trade
This document is part of our old archive. It was published on 2008-03-24.You can download it here: AOneSidedTrade.pdf
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Gavekal Research
Anatole Kaletsky
Mar 24th 2008
Europe's Ongoing Credit Crunch
This document is part of our old archive. It was published on 2008-03-24.You can download it here: EuropesOngoingCreditCrunch.pdf
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Gavekal Research
Anatole Kaletsky
Mar 24th 2008
Which Bet Makes More Sense?
This document is part of our old archive. It was published on 2008-03-24.You can download it here: WhichBetMakesMoreSense.pdf
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Gavekal Research
Anatole Kaletsky
Mar 10th 2008
Long the Swisse, Short the Euro
This document is part of our old archive. It was published on 2008-03-10.You can download it here: LongtheSwisseShorttheEuro.pdf
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Gavekal Research
Anatole Kaletsky
Mar 10th 2008
The UK Non-Domiciled Issue
This document is part of our old archive. It was published on 2008-03-10.You can download it here: TheUKNonDomiciledIssue.pdf
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Gavekal Research
Pierre Gave
Feb 29th 2008
An Update on the European Divergence Trade
This document is part of our old archive. It was published on 2008-02-29.You can download it here: AnUpdateontheEuropeanDivergenceTrade.pdf
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Gavekal Research
Anatole Kaletsky
Feb 18th 2008
The Northern Rock Fiasco
This document is part of our old archive. It was published on 2008-02-18.You can download it here: TheNorthernRockFiasco1.pdf
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Gavekal Research
Louis Gave
Feb 15th 2008
2Q08 - Quarterly Strategy Chart Book: Picking-Up the Pieces From the Credit Crunch
This document is part of our old archive. It was published on 2008-02-15.You can download it here: 2Q08QuarterlyStrategyChartBookPickingUpthePiecesFr.pdf
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Gavekal Research
Anatole Kaletsky
Feb 13th 2008
The New GaveKal Doomsday Calculator
This document is part of our old archive. It was published on 2008-02-13.You can download it here: TheNewGaveKalDoomsdayCalculator.pdf
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Gavekal Research
Anatole Kaletsky
Feb 11th 2008
More On the UK Slowdown
This document is part of our old archive. It was published on 2008-02-11.You can download it here: MoreOntheUKSlowdown.pdf
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Gavekal Research
Anatole Kaletsky
Feb 11th 2008
UK Property - The Real Housing Bust
This document is part of our old archive. It was published on 2008-02-11.You can download it here: UKPropertyTheRealHousingBust.pdf
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Gavekal Research
Charles Gave
Jan 28th 2008
The Love Affair Between Mr Trichet & EMU Rentiers
This document is part of our old archive. It was published on 2008-01-28.You can download it here: TheLoveAffairBetweenMrTrichetEMURentiers.pdf
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Gavekal Research
Charles Gave
Jan 28th 2008
Who Is Behind the Forced Selling?
This document is part of our old archive. It was published on 2008-01-28.You can download it here: WhoIsBehindtheForcedSelling.pdf
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Gavekal Research
Louis Gave
Jan 24th 2008
The Divergence in European Spreads - Why Now?
This document is part of our old archive. It was published on 2008-01-24.You can download it here: TheDivergenceinEuropeanSpreadsWhyNow.pdf
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Gavekal Research
Research Team
Jan 22nd 2008
GaveKal Daily Report - Tuesday January 22nd 2008
This document is part of our old archive. It was published on 2008-01-22.You can download it here: GaveKalDailyReportTuesdayJanuary22nd2008.pdf
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Gavekal Research
Research Team
Jan 21st 2008
GaveKal Daily Report - Monday January 21st 2008
This document is part of our old archive. It was published on 2008-01-21.You can download it here: GaveKalDailyReportMondayJanuary21st20085.pdf
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Gavekal Research
Research Team
Jan 18th 2008
GaveKal Daily Report - Friday January 18th 2008
This document is part of our old archive. It was published on 2008-01-18.You can download it here: GaveKalDailyReportFridayJanuary18th2008.pdf
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Gavekal Research
Research Team
Jan 15th 2008
GaveKal Daily Report - Tuesday January 15th 2008
This document is part of our old archive. It was published on 2008-01-15.You can download it here: GaveKalDailyReportTuesdayJanuary15th2008.pdf
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Gavekal Research
Charles Gave
Jan 14th 2008
A Divergence Play?
This document is part of our old archive. It was published on 2008-01-14.You can download it here: ADivergencePlay.pdf
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Gavekal Research
Anatole Kaletsky
Dec 14th 2007
Is the Recent Central Bank Bailout Just A Prelude?
This document is part of our old archive. It was published on 2007-12-14.You can download it here: IstheRecentCentralBankBailoutJustAPrelude1.pdf
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Gavekal Research
Anatole Kaletsky
Dec 14th 2007
The Case for a European Recession
This document is part of our old archive. It was published on 2007-12-14.You can download it here: TheCaseforaEuropeanRecession.pdf
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Gavekal Research
Anatole Kaletsky
Dec 06th 2007
Why the Bank of England Must Ease Today
This document is part of our old archive. It was published on 2007-12-06.You can download it here: WhytheBankofEnglandMustEaseToday.pdf
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Gavekal Research
Anatole Kaletsky, Arthur Kroeber, Louis Gave, Research Team
Dec 04th 2007
Quarterly Strategy Chart Book - 4Q07
This document is part of our old archive. It was published on 2007-12-04.You can download it here: QuarterlyStrategyChartBook-4Q071.pdf
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Gavekal Research
Louis Gave
Nov 30th 2007
Are the Cracks in the Euro Starting to Appear?
This document is part of our old archive. It was published on 2007-11-30.You can download it here: AretheCracksintheEuroStartingtoAppear.pdf
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Gavekal Research
Louis Gave
Nov 30th 2007
The Catalysts for the European Divergence Trades
This document is part of our old archive. It was published on 2007-11-30.You can download it here: TheCatalystsfortheEuropeanDivergenceTrades.pdf
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Gavekal Research
Pierre Gave
Nov 02nd 2007
What's Up With Sweden's Underperformance
This document is part of our old archive. It was published on 2007-11-02.You can download it here: WhatsUpWithSwedensUnderperformance.pdf
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Gavekal Research
Charles Gave
Oct 18th 2007
Who Is On The Receiving End?
This document is part of our old archive. It was published on 2007-10-18.You can download it here: WhoIsOnTheReceivingEnd.pdf
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Gavekal Research
Anatole Kaletsky
Oct 12th 2007
The Impending UK Slowdown
This document is part of our old archive. It was published on 2007-10-12.You can download it here: TheImpendingUKSlowdown1.pdf
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Gavekal Research
Charles Gave
Oct 05th 2007
Our Current Thoughts on Asset Allocation
This document is part of our old archive. It was published on 2007-10-05.You can download it here: OurCurrentThoughtsonAssetAllocation.pdf
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Gavekal Research
Charles Gave, Louis Gave, Pierre Gave, Joyce Poon, Research Team
Oct 05th 2007
Strategy Review
This document is part of our old archive. It was published on 2007-10-05.You can download it here: StrategyReview.pdf
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Gavekal Research
Anatole Kaletsky
Sep 24th 2007
Deputy Heads Must Roll
This document is part of our old archive. It was published on 2007-09-24.You can download it here: DeputyHeadsMustRoll.pdf
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Gavekal Research
Anatole Kaletsky
Sep 17th 2007
Here Comes a Whale
This document is part of our old archive. It was published on 2007-09-17.You can download it here: HereComesaWhale6.pdf
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Gavekal Research
Louis Gave
Aug 30th 2007
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
Anatole Kaletsky
Aug 23rd 2007
Par For the Course From the ECB?
This document is part of our old archive. It was published on 2007-08-23.You can download it here: ParFortheCourseFromtheECB.pdf
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Gavekal Research
Louis Gave
Aug 10th 2007
Vigilant Against What?
This document is part of our old archive. It was published on 2007-08-10.You can download it here: VigilantAgainstWhat.pdf
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Gavekal Research
Charles Gave, Louis Gave, Research Team
Aug 08th 2007
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
Charles Gave
Jul 30th 2007
A Breakout of Asian Outperformance?
This document is part of our old archive. It was published on 2007-07-30.You can download it here: ABreakoutofAsianOutperformance.pdf
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Gavekal Research
Louis Gave
Jul 27th 2007
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
Anatole Kaletsky
Jul 19th 2007
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
Charles Gave
Jul 13th 2007
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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