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Gavekal Research
Louis Gave
Nov 03rd 2009
Louis Interview with Kate Welling
This document is part of our old archive. It was published on 2009-11-03.You can download it here: GKAdHocComment0911031.pdf
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Gavekal Research
Anatole Kaletsky
Nov 02nd 2009
Sterling and the Next Stage in Money Expansion
This document is part of our old archive. It was published on 2009-11-02.You can download it here: GKFiveCorners0911024.pdf
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Gavekal Research
Research Team
Oct 21st 2009
GaveKal Daily - Light in the Latvian Tunnel?
This document is part of our old archive. It was published on 2009-10-21.You can download it here: GKDailyReport091021.pdf
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Gavekal Research
Research Team
Oct 19th 2009
GaveKal Daily - The Uncomfortable Strength of the Euro
This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKDailyReport0910191.pdf
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Gavekal Research
Pierre Gave
Oct 19th 2009
Another Riksbank U-Turn?
This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKFiveCorners0910193.pdf
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Gavekal Research
Research Team
Oct 05th 2009
GaveKal Daily - Ireland Votes Yes, to Eurocrats' Relief
This document is part of our old archive. It was published on 2009-10-05.You can download it here: GKDailyReport091005.pdf
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Gavekal Research
Joyce Poon
Sep 29th 2009
Credit in China--Cheap but Hard to Get
This document is part of our old archive. It was published on 2009-09-29.You can download it here: GKFiveCorners090929.pdf
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Gavekal Research
Research Team
Sep 28th 2009
GaveKal Daily - More Signs of Push-backs Against Gov't Interventions
This document is part of our old archive. It was published on 2009-09-28.You can download it here: GKDailyReport090928.pdf
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Gavekal Research
Research Team
Sep 15th 2009
GaveKal Daily - Exit Strategies and Property Prices
This document is part of our old archive. It was published on 2009-09-15.You can download it here: GKDailyReport090915.pdf
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Gavekal Research
Anatole Kaletsky
Sep 08th 2009
A G20 Message: No Question of Tightening
This document is part of our old archive. It was published on 2009-09-08.You can download it here: GKFiveCorners0909081.pdf
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Gavekal Research
Research Team
Sep 07th 2009
GaveKal Daily - The Double-Dip Story Does Not Add Up
This document is part of our old archive. It was published on 2009-09-07.You can download it here: GKDailyReport090907.pdf
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Gavekal Research
Research Team
Sep 01st 2009
GaveKal Daily - Another Tough Day for China Markets--Time Yet to Buy?
This document is part of our old archive. It was published on 2009-09-01.You can download it here: GKDailyReport090901.pdf
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Gavekal Research
Research Team
Aug 27th 2009
GaveKal Daily -- Why is the Swedish Krona on a Roll?
This document is part of our old archive. It was published on 2009-08-27.You can download it here: GKDailyReport090827.pdf
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Gavekal Research
Anatole Kaletsky
Aug 24th 2009
Why QE No Longer Spooks Currency Investors
This document is part of our old archive. It was published on 2009-08-24.You can download it here: GKFiveCorners0908246.pdf
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Gavekal Research
Research Team
Aug 19th 2009
GaveKal Daily - Coming Elections
This document is part of our old archive. It was published on 2009-08-19.You can download it here: GKDailyReport0908193.pdf
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Gavekal Research
Research Team
Aug 14th 2009
GaveKal Daily - What Lies Behind the Strong EMU GDP Data?
This document is part of our old archive. It was published on 2009-08-14.You can download it here: GKDailyReport090814.pdf
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Gavekal Research
Research Team
Aug 13th 2009
GaveKal Daily - Something's Gotta Give
This document is part of our old archive. It was published on 2009-08-13.You can download it here: GKDailyReport090813.pdf
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Gavekal Research
Charles Gave, Research Team
Aug 11th 2009
Chronicle of a Death Foretold (Excel)
This document is part of our old archive. It was published on 2009-08-11.You can download it here: ChronicleofaDeathForetold.xls
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Gavekal Research
Charles Gave, Research Team
Aug 11th 2009
Chronicle of a Death Foretold
This document is part of our old archive. It was published on 2009-08-11.You can download it here: GKAdHocComment0908111.pdf
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Gavekal Research
Anatole Kaletsky
Aug 10th 2009
Why Is Sterling So Strong?
This document is part of our old archive. It was published on 2009-08-10.You can download it here: GKFiveCorners090810.pdf
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Gavekal Research
Research Team
Aug 04th 2009
GaveKal Daily - What to Make of the Krona's Outpeformance
This document is part of our old archive. It was published on 2009-08-04.You can download it here: GKDailyReport090804.pdf
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Gavekal Research
Anatole Kaletsky
Jul 20th 2009
Europe's Circle of Manipulation
This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners0907204.pdf
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Gavekal Research
Anatole Kaletsky
Jul 20th 2009
Has the Recovery Ended Before It Started?
This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners0907205.pdf
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Gavekal Research
Research Team
Jul 20th 2009
South Korea: Free-trader or Closet Manipulator?
This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners09072010.pdf
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Gavekal Research
Anatole Kaletsky
Jun 30th 2009
ECB and Fed: Different Creatures No More?
This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906302.pdf
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Gavekal Research
Anatole Kaletsky
Jun 30th 2009
Fig Leaf or G-String?
This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906304.pdf
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Gavekal Research
Research Team
Jun 25th 2009
GaveKal Daily - Divergence of the Fed and ECB
This document is part of our old archive. It was published on 2009-06-25.You can download it here: GKDailyReport090625.pdf
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Gavekal Research
Research Team
Jun 10th 2009
GaveKal Daily - A Good Turn for OECD Leading Indicators
This document is part of our old archive. It was published on 2009-06-10.You can download it here: GKDailyReport0906101.pdf
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Gavekal Research
Anatole Kaletsky
Jun 05th 2009
Will Latvia Introduce a New Type of Devaluation?
This document is part of our old archive. It was published on 2009-06-05.You can download it here: GKAdHocComment0906051.pdf
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Gavekal Research
Pierre Gave
Jun 05th 2009
GaveKal Quarterly Strategy Chart Book - 3Q09 - The Tipping Point
This document is part of our old archive. It was published on 2009-06-05.You can download it here: GKQuarterlyStrategy090605.pdf
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Gavekal Research
Research Team
Jun 03rd 2009
GaveKal Daily - Latvian Troubles
This document is part of our old archive. It was published on 2009-06-03.You can download it here: GKDailyReport090603.pdf
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Gavekal Research
Charles Gave, Anatole Kaletsky
Jun 01st 2009
The Increasingly Convincing Recovery (and the 'Seven Deadly Sins' That Threaten it)
This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKFiveCorners0906012.pdf
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Gavekal Research
Pierre Gave
Jun 01st 2009
An Intriguing Divergence
This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKFiveCorners0906015.pdf
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Gavekal Research
Louis Gave
May 25th 2009
The Policy Decisions That Matter Will Take Place in Asia
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKAdHocComment090525.pdf
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Gavekal Research
Research Team
May 25th 2009
GaveKal Daily - The Downgrade Fears
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKDailyReport090525.pdf
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Gavekal Research
Research Team
May 21st 2009
The Direction of the "Three Dollars"
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
May 18th 2009
No Need for an "Exit Strategy"
This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905184.pdf
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Gavekal Research
Charles Gave
May 18th 2009
The Fatal Conceit at Work
This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905185.pdf
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Gavekal Research
Research Team
May 14th 2009
GaveKal Daily - The German Bad Bank Plan
This document is part of our old archive. It was published on 2009-05-14.You can download it here: GKDailyReport090514.pdf
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Gavekal Research
Research Team
May 08th 2009
GaveKal Daily - Something's Got to Give as Euro Rallies Despite QE News
This document is part of our old archive. It was published on 2009-05-08.You can download it here: GKDailyReport0905081.pdf
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Gavekal Research
Research Team
May 07th 2009
GaveKal Daily - An Atypical Tax Hike
This document is part of our old archive. It was published on 2009-05-07.You can download it here: GKDailyReport0905071.pdf
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Gavekal Research
Anatole Kaletsky
May 05th 2009
The Trans-Atlantic Constrast in Bulls vs Bears
This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners0905054.pdf
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Gavekal Research
Research Team
Apr 23rd 2009
GaveKal Daily - Another "Soak-the-Rich" Budget
This document is part of our old archive. It was published on 2009-04-23.You can download it here: GKDailyReport090423.pdf
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Gavekal Research
Research Team
Apr 23rd 2009
Another "Soak-the-Rich" Budget
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Pierre Gave
Apr 20th 2009
Is Obama Swedish? We Wish!
This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904206.pdf
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Gavekal Research
Anatole Kaletsky
Apr 20th 2009
Time to Ignore the Deficit Hawks
This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904209.pdf
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Gavekal Research
Research Team
Apr 09th 2009
GaveKal Daily - Behind the Irish Deflationary Bust
This document is part of our old archive. It was published on 2009-04-09.You can download it here: GKDailyReport090409.pdf
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Gavekal Research
Anatole Kaletsky
Apr 09th 2009
Europe in the Eye of a Perfect Storm
This document is part of our old archive. It was published on 2009-04-09.You can download it here: GKAdHocComment0904091.pdf
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Gavekal Research
Research Team
Apr 08th 2009
GaveKal Daily - The Next Wall to Climb
This document is part of our old archive. It was published on 2009-04-08.You can download it here: GKDailyReport0904081.pdf
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Gavekal Research
Research Team
Apr 07th 2009
GaveKal Daily - Risk Remains High in Eastern Europe
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKDailyReport090407.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
Behind the ECB's Surprise
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners090407.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
The Cat is Out of the Bag
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904072.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
What Would You Conclude if You Were Hu Jintao?
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904073.pdf
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Gavekal Research
Anatole Kaletsky
Apr 07th 2009
Why the G20 Stage Show 'Worked'
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904074.pdf
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Gavekal Research
Anatole Kaletsky
Apr 07th 2009
Who Wants an IMF Loan Anyway?
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904075.pdf
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Gavekal Research
Research Team
Apr 07th 2009
Germany and the EMU Ponzi Game
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKAdHocComment0904072.pdf
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Gavekal Research
Research Team
Apr 02nd 2009
GaveKal Daily - Sharing the Unemployment Risks
This document is part of our old archive. It was published on 2009-04-02.You can download it here: GKAdHocComment090402.pdf
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Gavekal Research
Research Team
Mar 31st 2009
GaveKal Daily - Investing in a Deflationary World
This document is part of our old archive. It was published on 2009-03-31.You can download it here: GKDailyReport090331.pdf
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Gavekal Research
Anatole Kaletsky
Mar 30th 2009
The G20's $2 Trillion Annoucement
This document is part of our old archive. It was published on 2009-03-30.You can download it here: GKAdHocComment0903301.pdf
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Gavekal Research
Research Team
Mar 30th 2009
GaveKal Daily - Real Estate Reacting to Cheaper Money
This document is part of our old archive. It was published on 2009-03-30.You can download it here: GKDailyReport0903301.pdf
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Gavekal Research
Research Team
Mar 27th 2009
GaveKal Daily - Market Turnarounds
This document is part of our old archive. It was published on 2009-03-27.You can download it here: GKDailyReport0903271.pdf
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Gavekal Research
Research Team
Mar 23rd 2009
GaveKal Daily - What's Behind the Commodities Rally?
This document is part of our old archive. It was published on 2009-03-23.You can download it here: GKDailyReport0903232.pdf
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Gavekal Research
Research Team
Mar 19th 2009
GaveKal Daily - The Euro's Strength
This document is part of our old archive. It was published on 2009-03-19.You can download it here: GKDailyReport090319.pdf
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Gavekal Research
Anatole Kaletsky
Mar 16th 2009
Stimulators vs Regulators
This document is part of our old archive. It was published on 2009-03-16.You can download it here: GKMonetaryPolicy090316.pdf
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Gavekal Research
Anatole Kaletsky
Mar 10th 2009
Better Late Than Never
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKMonetaryPolicy090310.pdf
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Gavekal Research
Louis Gave
Mar 10th 2009
Germany Will Pay!
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKPolitics090310.pdf
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Gavekal Research
Pierre Gave
Mar 10th 2009
Is the SEK Weakness Overdone?
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKFXMarkets090310.pdf
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Gavekal Research
Louis Gave
Mar 10th 2009
Some Certainties in Uncertain Times
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKBondMarkets0903101.pdf
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Gavekal Research
Charles Gave
Mar 09th 2009
The Challenges We Face
This document is part of our old archive. It was published on 2009-03-09.You can download it here: GKBondMarkets0903091.pdf
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Gavekal Research
Research Team
Mar 02nd 2009
GaveKal Daily - A Grim February
This document is part of our old archive. It was published on 2009-03-02.You can download it here: GKDailyCheckingtheBoxesReports090302.pdf
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Gavekal Research
Anatole Kaletsky, Louis Gave, Pierre Gave
Mar 02nd 2009
GaveKal Quarterly Strategy Chart Book - 2Q09 - The Age of Uncertainty
This document is part of our old archive. It was published on 2009-03-02.You can download it here: GKBondMarkets090302.pdf
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Gavekal Research
Research Team
Feb 27th 2009
GaveKal Daily - The Bad vs the Good
This document is part of our old archive. It was published on 2009-02-27.You can download it here: GKEquityMarkets090227.pdf
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Gavekal Research
Research Team
Feb 25th 2009
GaveKal Daily - Terrible Months of Growing Uncertainties...And Markets Back at Their Lows
This document is part of our old archive. It was published on 2009-02-25.You can download it here: GKDailyCheckingtheBoxesReports090225.pdf
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Gavekal Research
Research Team
Feb 23rd 2009
GaveKal Daily - So Many Unknowns
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKDailyCheckingtheBoxesReports090223.pdf
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Gavekal Research
Anatole Kaletsky
Feb 23rd 2009
The Focus of the Crisis Shifts to Europe
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKFinancials090223.pdf
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Gavekal Research
Anatole Kaletsky
Feb 23rd 2009
Will Germany Bail Out its Neighbors?
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKBondMarkets090223.pdf
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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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