Variant Perception on Market Liquidity and 2018 Outlook

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Simon White at Variant Perception discusses their recent report on liquidity and the important message it and other leading indicators are telling investors for 2018 with FS Insider. Topics discussed: liquidity, leading indicators, real money growth, commodities, emerging markets, sentiment, high yield spreads, corporate cashflows, central bank excess reserves, and their overall market outlook. For a sample copy of the report, visit variantperception.com/financialsense.

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