Capital Wars: The Rise of Global Liquidity (Hardcover, 2020)

1. Introduction: Capital Wars.- 2. Global Money.- 3. Synopsis: A Bigger, More Volatile World.- 4. The Liquidity Model.- 5. Real Exchange Adjustment.- 6. Private Sector Liquidity.- 7. The Central Banks: Don't Fight the Fed, Don't Upset the ECB and Don't Mess with the PBoC.- 8. Cross-border Capital Flows.- 9. China and Emerging Markets.- 10. The Liquidity Transmission Mechanism: Understanding Future Macro-valuation Shifts.- 11. Financial Crises and Safe Assets.- 12. Globalisation.- 13. Measuring Liquidity: The Global Liquidity Indexes (GLI).- 14. Conclusion: A High Water Mark?.