Global liquidity levels rose slightly last week but remain broadly flat. Support came from low volatility, firmer bond values and a weaker US dollar. However, stalled Chinese liquidity, ongoing ECB and BoJ tightening, and slowing growth momentum suggest liquidity conditions are supportive but no longer improving. Risk asset exposure is rotating towards the US and Europe, while exposure to Japan and several emerging markets has eased
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Markets Rotate as Liquidity Peaks
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