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Three Questions for the year ahead

Louis-Vincent Gave writes …..Investors will be happy to bid farewell to 2018, a miserable year in which all assets underperformed US dollar cash. For next year, three questions are critical:

1) Will the US-dollar liquidity squeeze ease?

2) Will the expanding US budget deficit prove a decisive factor? and

3) Are we witnessing the slow-motion unraveling of the “Chimerica” synergy between the US and China?

Gacekal strategy

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