Investors are now positioned ‘risk off’

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. act@liquidity.com for detailed Liquidity reports..?

 

 

433 views