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Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Importance of Liquidity in Emerging Markets
The one of the very few countries where liquidity is actually positive above 50 is in China. In the USLiquidity is still low, but it's going up. And so what you've basically seen is a huge amount of money being thrown on emerging markets over the course of the last six, nine months. Emerging market currencies have held up remarkably well through this period.
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