The Collapse in Global Liquidity

Published on
October 10th, 2018
Duration
25 minutes

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43

The Collapse in Global Liquidity

The Expert View ·
Featuring Michael Howell

Published on: October 10th, 2018 • Duration: 25 minutes

Global liquidity is falling at the fastest pace since the great financial crisis, according to Michael Howell of CrossBorder Capital. Amid flat yield curves, collapsing emerging market equities, and weak gold and commodities prices, Howell also details the decline global risk appetite, which he believes is poised to spread to U.S. markets. Filmed on October 10, 2018 in London.

Comments

Chapters

  1. 00:01:53
    Global Liquidity
  2. 00:04:33
    Where are we in the Cycle?
  3. 00:05:44
    The Dollar Outlook
  4. 00:08:51
    European and Emerging Market Outlook
  5. 00:11:02
    The Volatility Path and Chinese Growth
  6. 00:16:06
    The Yen, the Asian Cycle, and Central Planning
  7. 00:18:07
    Chinese Growth is Here to Stay
  8. 00:20:31
    The U.S. Economic Outlook
  9. 00:22:47
    The Final Analysis

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