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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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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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