bullish

The 2024 Liquidity BOOM?

2.5k Views18 Dec 2023 19:55
SUMMARY
  • US policy makers signal the peak in Fed Funds rates and to imply rates cut cuts as soon as March 2024
  • Fed Liquidity has risen by a whopping US$534 billion or 16.6% since the start of 2023
  • These moves are consistent with our long held view that the Global Liquidity cycle bottomed in October 2022 and is expanding towards a new peak in 2025.
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