"Liquidity Squeeze" Threatens U.S. Stock Bubble (Here’s How) | Michael Howell скачать в хорошем качестве

"Liquidity Squeeze" Threatens U.S. Stock Bubble (Here’s How) | Michael Howell

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Michael Howell of Crossborder Capital returns to Monetary Matters to share his view on how global liquidity is impacting asset markets. While falling fixed income volatility and a declining dollar should buoy liquidity, Howell notes a distinct fall in liquidity momentum from central banks and worries that there could be a liquidity squeeze unless central banks inject more liquidity. He touches on various topics including the PBOC’s new mechanism, gold, and SOFR/EFFR spreads. Recorded on March 10, 2025. Follow VanEck on Twitter https://x.com/vaneck_us Follow Michael Howell on Twitter https://x.com/crossbordercap Follow Jack Farley on Twitter https://x.com/JackFarley96 Crossborder Substack https://capitalwars.substack.com/ Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 00:16 VanEck $NLR Pre-roll 02:14 Global Credit Set To Tighten? 04:57 Funding Pressures Begin To Appear In U.S. Money Markets 11:57 "Hidden Stimulus" Is Now Over? 16:34 Global Economic Growth Is Now Slowing Down 17:53 Could Trump Administration WANT A Recession? 20:00 VanEck $NLR Mid-roll 21:43 Tariffs A Negotiating Tool 31:38 Gold: Revaluation of U.S. Gold Reserves 39:50 China's Plan To Devalue Its Currency Against Gold 47:46 If Gold Is Revalued, What Does It Matter? World Is Not On A Gold Standard Anymore 52:02 What If Central Banks Don't Ease? 54:07 Global Liquidity Is Flagging 1:04:35 Bitcoins & Stocks: Why Michael Is Getting Concerned About Liquidity Sensitive Assets 1:13:17 Why Are Foreign Stock Markets Crushing U.S. Stocks? 1:14:31 Chinese Stocks & Private Market Liquidity 1:20:40 $NLR End-roll #liquidity #inflationstrategies #hedgefunds #trading #crypto #financialindustry #economics #economy #investing #economiccrisis #stocks #bitcoin #gold #brettonwoods #tariffs #stockmarket #stockmarketcorrection #bonds #bondmarket #eurodollar