INSIGHT PROVIDER
Rising
Michael J. Howell

Michael J. Howell
Cross-Asset Liquidity Strategist
CrossBorder Capital

231
Insights
169.1k
Views
696
Followers
Multi-Asset Cross Asset Strategy Macroeconomics
Refresh
17 Mar 2024 20:12

What Really Matters Is Global Liquidity...But It Looks Set to Zag Before It Zigs Higher

Global Liquidity the main driver of asset performance is set to zag lower before it zigs higher. Be aware of this temporary setback. Look to...

Share
10 Feb 2024 17:16

Where Are We In the Global Liquidity Cycle?

Jan 2024 saw another jump in Global Liquidity. US Fed and China PBoC leading  After Oct 2022 liquidity lows, next peak slated for late-2025

Share
30 Jan 2024 19:03

A ‘Back Seat’ Bond Yield Driver: US Treasury Is Forcing The Fed To End QT. US Yields To Re-Test 5¼%?

The bottom line is that US 10-yields will re-test 5¼%,  Investors face a World characterised by the monetization of mandatory spending demands (MMS).

Share
21 Jan 2024 19:23

Rising Liquidity And The Threat of 5% US Bond Yields

The US economy may avoid recession, and Fed policy rates are unlikely to plunge. Yet, longer dated US Treasury yields look set to rise towards 5¼%

Share
14 Jan 2024 18:50

Global Liquidity And The US Fed Pivot

What are the prospects for Global Liquidity in 2024? We expect Global Liquidity to expand by a further US$12-15 trillion, following last year’s...

Share
x