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Gavekal Research
Research Team
Jan 29th 2010
GaveKal Daily - Is Europe Reaching Its Thai Crisis Moment?
This document is part of our old archive. It was published on 2010-01-29.You can download it here: GKDailyReport1001291.pdf
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Gavekal Research
Research Team
Jan 26th 2010
GaveKal Daily - Not Out of Woods Yet on Sovereign Risks
This document is part of our old archive. It was published on 2010-01-26.You can download it here: GKDailyReport1001261.pdf
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Gavekal Research
Research Team
Jan 25th 2010
GaveKal Daily - Too Many Uncertainties for Equity Markets?
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKDailyReport100125.pdf
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Gavekal Research
François-Xavier Chauchat
Jan 25th 2010
Europe and the SAP Recession
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001251.pdf
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Gavekal Research
Charles Gave
Jan 25th 2010
The Canary in the Cuckoo Clock
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001254.pdf
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Gavekal Research
Research Team
Jan 15th 2010
GaveKal Daily - Will Germany Come Through for Europe?
This document is part of our old archive. It was published on 2010-01-15.You can download it here: GKDailyReport1001151.pdf
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Gavekal Research
Will Denyer
Jan 11th 2010
Bernanke & Trichet's Monetary Policy Experiments
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001113.pdf
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Gavekal Research
Charles Gave
Jan 11th 2010
German or US Bonds?
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001114.pdf
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Gavekal Research
Pierre Gave
Jan 11th 2010
The German Word of the Year
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001116.pdf
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Gavekal Research
Research Team
Jan 06th 2010
GaveKal Daily - The Implications of Iceland's Referendum
This document is part of our old archive. It was published on 2010-01-06.You can download it here: GKDailyReport1001062.pdf
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Gavekal Research
Research Team
Jan 05th 2010
GaveKal Daily - Coming Shifts in Global Monetary Stances?
This document is part of our old archive. It was published on 2010-01-05.You can download it here: GKDailyReport100105.pdf
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Gavekal Research
Research Team
Dec 16th 2009
GaveKal Daily - A Greek Tragedy
This document is part of our old archive. It was published on 2009-12-16.You can download it here: GKDailyReport091216.pdf
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Gavekal Research
Gavin Bowring
Dec 14th 2009
Categorizing Europe's Cheapest Sovereigns
This document is part of our old archive. It was published on 2009-12-14.You can download it here: GKFiveCorners0912141.pdf
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Gavekal Research
Research Team
Dec 10th 2009
GaveKal Daily - UK Deficit Politics Point to Further Sterling Devaluation
This document is part of our old archive. It was published on 2009-12-10.You can download it here: GKDailyReport091210.pdf
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Gavekal Research
Research Team
Dec 09th 2009
GaveKal Daily - Is the USD Squeeze Now Upon Us?
This document is part of our old archive. It was published on 2009-12-09.You can download it here: GKDailyReport091209.pdf
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Gavekal Research
Research Team
Dec 03rd 2009
GaveKal Daily - The Foreign Appetite for UK Real Estate
This document is part of our old archive. It was published on 2009-12-03.You can download it here: GKDailyReport091203.pdf
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Gavekal Research
Research Team
Nov 27th 2009
GaveKal Daily - Default Fears on the Rise
This document is part of our old archive. It was published on 2009-11-27.You can download it here: GKDailyReport0911271.pdf
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Gavekal Research
Pierre Gave
Nov 27th 2009
GaveKal Quarterly Strategy Chart Book 1Q 2010 - What is Different This Time?
This document is part of our old archive. It was published on 2009-11-27.You can download it here: GKQuarterlyStrategy0911271.pdf
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Gavekal Research
Research Team
Nov 23rd 2009
GaveKal Daily - The ECB Removes the Fig Leaf
This document is part of our old archive. It was published on 2009-11-23.You can download it here: GKDailyReport0911231.pdf
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Gavekal Research
Anatole Kaletsky
Nov 17th 2009
What Central Banks Are Saying About Rates
This document is part of our old archive. It was published on 2009-11-17.You can download it here: GKFiveCorners0911174.pdf
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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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