Market Liquidity Update: The Most Important Macro Variable — Live with Michael Howell

Published on
April 5th, 2021
Duration
54 minutes

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Market Liquidity Update: The Most Important Macro Variable — Live with Michael Howell

Live ·
Featuring Michael Howell and Max Wiethe

Published on: April 5th, 2021 • Duration: 54 minutes

Michael Howell, managing director at CrossBorder Capital, returns to Real Vision Live to update members on the current state of global liquidity, why he thinks liquidity is the most important factor driving global asset prices, and what the current state of play means for certain assets looking forward. Howell will highlight how China has overtaken the U.S. as the key driver of global liquidity, the continued momentum in the trend of increasing global liquidity and the potential for slowdown at the end of 2021, and how assets like the dollar, Treasuries, and equities broken down by region are priced based on his liquidity outlook. To view the chart deck, click here: https://rvtv.io/3sYEkqc

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