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UPDATE (weekly analysis):
- Weekly cycle of major regions confirms pattern of broader (full) monthly cycle
- Weekly data show Global Liquidity growth slowing through late-November
- ECB weakening. BoJ and BoE slowing. Fed yet to start QE3
MAIN TRENDS (monthly analysis):
- Global Liquidity index peaked in early 2009
- Key Central Banks on brink of QE3
- Asset market booms continue for 1-2 years after a liquidity cycle peak
- Banking crisis typically occurs within 1-2 years of a liquidity cycle trough
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