Skip to content
- Webinar Wed 22 Oct 1430 Lon / 0930 NY
- The fuel for the rally comes neither from ratres, nor from fundamentals, nor from central bank liquidity
- It stems from a mix of fiscal stimulus being channelled into fund flows and financial sector leveraging
- The resultant mix of too much money chasing too few assets both suppresses risk premia and postpones credit events – to a point
- Open to clients with Group Webinar or One-on-One subscriptions, and to the press
- Our favourite US capital flight chart analytics
- Updated as of date above
- Valuation & positioning metrics for USTs, USD and gold
- Now with added high-frequency charts
- Up-to-date snapshot of the most important flows & liquidity metrics
- CB liquidity vs multiple markets
- Private vs central bank credit
- Mutual fund+ETF flows
- CB balance sheet details
