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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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Gavekal Research
Charles Gave
Jul 13th 2007
Back to Mrs. Watanabe
This document is part of our old archive. It was published on 2007-07-13.You can download it here: BacktoMrs.Watanabe.pdf
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Gavekal Research
Charles Gave
Jul 13th 2007
Back to Rentiers & Entrepreneurs
This document is part of our old archive. It was published on 2007-07-13.You can download it here: BacktoRentiers&Entrepreneurs.pdf
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Gavekal Research
Anatole Kaletsky
Jul 13th 2007
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
Anatole Kaletsky
Jul 13th 2007
Will the Strong Euro Kill the European Recovery
This document is part of our old archive. It was published on 2007-07-13.You can download it here: WilltheStrongEuroKilltheEuropeanRecovery.pdf
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Gavekal Research
Louis Gave
Jul 12th 2007
The Social VAT
This document is part of our old archive. It was published on 2007-07-12.You can download it here: TheSocialVAT.pdf
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Gavekal Research
Anatole Kaletsky
Jul 03rd 2007
The UK's New Chancellor
This document is part of our old archive. It was published on 2007-07-03.You can download it here: TheUKsNewChancellor1.pdf
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Gavekal Research
Charles Gave
Jun 21st 2007
When to Extend Bond Durations
This document is part of our old archive. It was published on 2007-06-21.You can download it here: WhentoExtendBondDurations.pdf
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Gavekal Research
Anatole Kaletsky, Louis Gave
Jun 13th 2007
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
Charles Gave
Jun 01st 2007
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
Anatole Kaletsky
May 21st 2007
Germany & Japan: Two Weights, Two Measures?
This document is part of our old archive. It was published on 2007-05-21.You can download it here: Germany&JapanTwoWeights,TwoMeasures.pdf
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Gavekal Research
Anatole Kaletsky
May 21st 2007
The Rest of Europe is Not Export-Dependent
This document is part of our old archive. It was published on 2007-05-21.You can download it here: TheRestofEuropeisNotExport-Dependent.pdf
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Gavekal Research
Anatole Kaletsky
May 07th 2007
From Blair To Brown
This document is part of our old archive. It was published on 2007-05-07.You can download it here: FromBlairToBrown.pdf
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Gavekal Research
Charles Gave
May 07th 2007
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
Louis Gave
May 02nd 2007
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
Anatole Kaletsky
Apr 24th 2007
Will the BoE Hike Rates by 50bp
This document is part of our old archive. It was published on 2007-04-24.You can download it here: WilltheBoEHikeRatesby50bp1.pdf
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Gavekal Research
Anatole Kaletsky
Apr 24th 2007
The Triumph of Hope Over Experience?
This document is part of our old archive. It was published on 2007-04-24.You can download it here: TheTriumphofHopeOverExperience.pdf
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Gavekal Research
Louis Gave, Research Team
Apr 23rd 2007
GaveKal Daily Checking the Boxes - Our Take on the French Presidential Election
This document is part of our old archive. It was published on 2007-04-23.You can download it here: GaveKalDailyCheckingtheBoxes-OurTakeontheFrenchPresidentialElection.pdf
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Gavekal Research
Anatole Kaletsky
Apr 20th 2007
How High Can Sterling Go?
This document is part of our old archive. It was published on 2007-04-20.You can download it here: HowHighCanSterlingGo.pdf
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Gavekal Research
Charles Gave
Apr 20th 2007
How Sustainable is European Growth?
This document is part of our old archive. It was published on 2007-04-20.You can download it here: HowSustainableisEuropeanGrowth.pdf
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Gavekal Research
Anatole Kaletsky
Apr 20th 2007
The Bank of England's Inflation Problem
This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheBankofEnglandsInflationProblem.pdf
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Gavekal Research
Louis Gave
Apr 17th 2007
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
Charles Gave
Mar 23rd 2007
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
Anatole Kaletsky
Mar 23rd 2007
Brown's Last Budget
This document is part of our old archive. It was published on 2007-03-23.You can download it here: BrownsLastBudget.pdf
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Gavekal Research
Charles Gave
Mar 23rd 2007
The Breakdown in the Yen-Euro
This document is part of our old archive. It was published on 2007-03-23.You can download it here: TheBreakdownintheYen-Euro.pdf
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Gavekal Research
Anatole Kaletsky
Mar 13th 2007
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
Anatole Kaletsky
Feb 26th 2007
Europe's Mysterious Strength
This document is part of our old archive. It was published on 2007-02-26.You can download it here: EuropesMysteriousStrength.pdf
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Gavekal Research
Louis Gave, Pierre Gave
Jan 26th 2007
Risk 2 - Higher Inflation?
This document is part of our old archive. It was published on 2007-01-26.You can download it here: Risk2-HigherInflation.pdf
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Gavekal Research
Anatole Kaletsky
Jan 12th 2007
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
Charles Gave
Jan 12th 2007
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
Anatole Kaletsky
Jan 12th 2007
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
Pierre Gave
Jan 12th 2007
Sweden: Cold, Dark & Expensive - But Still a Good Bet
This document is part of our old archive. It was published on 2007-01-12.You can download it here: SwedenCold,Dark&Expensive-ButStillaGoodBet.pdf
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Gavekal Research
Louis Gave
Dec 13th 2006
An Ill-Wind Blowing Across Europe's Networks
This document is part of our old archive. It was published on 2006-12-13.You can download it here: AnIll-WindBlowingAcrossEuropesNetworks.pdf
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Gavekal Research
Anatole Kaletsky
Dec 13th 2006
An Already Bleak Outlook For Gordon Brown
This document is part of our old archive. It was published on 2006-12-13.You can download it here: AnAlreadyBleakOutlookForGordonBrown.pdf
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Gavekal Research
Anatole Kaletsky
Dec 05th 2006
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
Anatole Kaletsky
Nov 30th 2006
A Tale Of Two Countries
This document is part of our old archive. It was published on 2006-11-30.You can download it here: ATaleOfTwoCountries.pdf
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Gavekal Research
Anatole Kaletsky
Nov 30th 2006
Government As a Predator
This document is part of our old archive. It was published on 2006-11-30.You can download it here: GovernmentAsaPredator.pdf
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Gavekal Research
Anatole Kaletsky
Nov 30th 2006
A Rising Euro Hurts Europe's Weak
This document is part of our old archive. It was published on 2006-11-30.You can download it here: ARisingEuroHurtsEuropesWeak.pdf
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Gavekal Research
Anatole Kaletsky
Nov 27th 2006
Should We Change Our Mind On Europe?
This document is part of our old archive. It was published on 2006-11-27.You can download it here: ShouldWeChangeOurMindOnEurope1.pdf
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Gavekal Research
Louis Gave
Nov 24th 2006
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
Louis Gave
Nov 17th 2006
Read It and Weep
This document is part of our old archive. It was published on 2006-11-17.You can download it here: ReadItandWeep1.pdf
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Gavekal Research
Anatole Kaletsky
Nov 13th 2006
France's Shockingly Bad Numbers
This document is part of our old archive. It was published on 2006-11-13.You can download it here: FrancesShockinglyBadNumbers.pdf
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Gavekal Research
Anatole Kaletsky
Oct 31st 2006
An Interesting Week in Europe
This document is part of our old archive. It was published on 2006-10-31.You can download it here: AnInterestingWeekinEurope.pdf
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Gavekal Research
Charles Gave
Oct 17th 2006
Tax Increases That Won't Work
This document is part of our old archive. It was published on 2006-10-17.You can download it here: TaxIncreasesThatWontWork.pdf
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Gavekal Research
Anatole Kaletsky
Oct 17th 2006
Did Gordon Brown Kill the UK Pension Industry?
This document is part of our old archive. It was published on 2006-10-17.You can download it here: DidGordonBrownKilltheUKPensionIndustry.pdf
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Gavekal Research
Anatole Kaletsky
Oct 03rd 2006
Back to Sterling
This document is part of our old archive. It was published on 2006-10-03.You can download it here: BacktoSterling.pdf
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Gavekal Research
Charles Gave
Oct 03rd 2006
Reforming Governments and Booming Productivity
This document is part of our old archive. It was published on 2006-10-03.You can download it here: ReformingGovernmentsandBoomingProductivity.pdf
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Gavekal Research
Pierre Gave
Oct 03rd 2006
Sweden's New Right-Wing Government
This document is part of our old archive. It was published on 2006-10-03.You can download it here: SwedensNewRight-WingGovernment.pdf
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Gavekal Research
Anatole Kaletsky
Oct 03rd 2006
The Emperor Has No Clothes
This document is part of our old archive. It was published on 2006-10-03.You can download it here: TheEmperorHasNoClothes.pdf
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