A ‘Period Of Calm’ Before ‘6 O’Clock Strikes’

A ‘Period Of Calm’ Before ‘6 O’Clock Strikes’

Nedbank’s Neel Heyenke and Mehul Daya have been pounding the table on dollar liquidity for a quite a while now and their recent notes have gotten some attention for pointing out what looks like a rolling over in the world's most important financial institutions. 2017 began with a consensus narrative about policy divergence predicated on the assumed quick implementation of Donald Trump's growth-friendly economic agenda and a related assumption about Fed hawkishness in the face of late-cycle d
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