bullish

Global Liquidity Has Bottomed …

1.8k Views14 Jan 2023 02:29
SUMMARY
  • Global Liquidity Index (GLI) moves higher to 17.5 (normal range 0-100). Most national liquidity indexes bottomed around October 2022
  • Global Liquidity will reverse its recent fall and rebound to US$174 trillion. Rising Central Bank Liquidity is a common theme. Financial dominance driving a return to Central Bank QE.
  • More liquidity is consistent with future stabilisation and moderate gains in World asset markets. Rebound investment phase. Emerging Markets and Cyclicals favoured. Gold, commodities and crypto also could be winners
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Michael J. Howell
Cross-Asset Liquidity Strategist
CrossBorder Capital
Multi-AssetCross Asset StrategyMacroeconomics
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