Global Liquidity Revisited
Mike Howell, managing director at CrossBorder Capital, breaks down the mechanics of the adage “money moves markets” in this deep dive into global liquidity, asset prices, and market cycles. Howell examines the role that the Fed and other global central banks have played in the rise of the current liquidity-driven bull market through the lens of current and historical data. He then breaks down the implications of his thesis by asset class and geography, including his forward outlook for major asset markets. Filmed on January 22, 2020 in London.