Report Detail Summary

Around the World in 90 Days: Part II

June 24, 2013

One issue that markets need to consider is how long these central banks will continue expanding their balance sheet directly or indirectly? The issue is of particular importance given the recent announcement regarding the Fed, who signaled its intention to end the asset purchase program. How will the other central banks react?

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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