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    Gavekal Research

    The Odd Rise In Central Bank Reserves

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheOddRiseInCentralBankReserves.pdf

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    Gavekal Research

    Changes in the Global Liquidity Environment?

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: ChangesintheGlobalLiquidityEnvironment.pdf

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    Gavekal Research

    Is A Recession Likely in the US?

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: IsARecessionLikelyintheUS1.pdf

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    Gavekal Research

    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

    What if Growth Decouples from the US?

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: WhatifGrowthDecouplesfromtheUS.pdf

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    Gavekal Research

    Confusing Tea Leaves

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: ConfusingTeaLeaves.pdf

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    Gavekal Research

    The Continuing Boom

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: TheContinuingBoom.pdf

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    Gavekal Research

    The Third Strand of America's Iranian Policy

    This document is part of our old archive. It was published on 2007-01-26.You can download it here: TheThirdStrandofAmericasIranianPolicy.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - The Other Side of the US Current Account Deficit

    This document is part of our old archive. It was published on 2003-06-30.You can download it here: QuarterlyStrategyChartBook-TheOtherSideoftheUSCurrentAccountDeficit.pdf

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    Gavekal Research

    More On Earnings Yields

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: MoreOnEarningsYields.pdf

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    Gavekal Research

    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

    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

    Macro Strategy 2003

    This document is part of our old archive. It was published on 2002-12-18.You can download it here: MacroStrategy2003.pdf

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    Gavekal Research

    Macro Strategy 2003

    This document is part of our old archive. It was published on 2002-12-18.You can download it here: Macrostrategy20031.pdf

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    Gavekal Research

    Too Hot For Bonds, To Cold for Metals

    This document is part of our old archive. It was published on 2006-10-31.You can download it here: TooHotForBonds,ToColdforMetals.pdf

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    Gavekal Research

    China Exports Deflation

    This document is part of our old archive. It was published on 2006-09-18.You can download it here: ChinaExportsDeflation1.pdf

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    Gavekal Research

    US vs EAFE

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: USvsEAFE.pdf

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    Gavekal Research

    Keeping Up With the Fed

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: KeepingUpWiththeFed.pdf

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    Gavekal Research

    Repost: Tech Sell-Off Survivors

    This document is part of our old archive. It was published on 2006-08-15.You can download it here: RepostTechSell-OffSurvivors.pdf

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    Gavekal Research

    Dragonomics Brakes Down China's Growth Numbers

    This document is part of our old archive. It was published on 2006-07-20.You can download it here: DragonomicsBrakesDownChinasGrowthNumbers.pdf

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