Investors are now positioned ‘risk off’

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via @crossbordercap:

While this often foreshadows sound future gains, we caution that tight liquidity remains an issue 2% Yields on US Treasuries, the World’s ‘safest’ asset look compelling

Asian Liquidity Cycle close to bottoming, but first requires the trigger of Chinese easing investors have moved more ‘risk-off’ and are particularly betting against Japan, Singapore and Korea. for detailed Liquidity reports..?




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