Central Bank Liquidity: The Next Crisis Catalyst?
The Expert View
Featuring Danielle DiMartino Booth
Published on: November 26th, 2018 • Duration: 37 minutes • Asset Class: Bonds/Rates/Credit • Topic: Recession, Consumption, Credit-cycleAs 2018 draws to a close, global central bank liquidity will flip from net positive to net negative for the first time in a decade. Danielle DiMartino Booth joins Real Vision to explain her thesis that share buybacks have created positive momentum in US equity markets that until only recently have moved away from historically low volatility. The question is, can that volatility be contained as liquidity withdraws? Filmed on November 14, 2018 in New York.
How did we get to where we are now?
What is quantitative easing?
What's the significance of share buy backs?
What's the significance of the risk parity trade?
How does passive investing impact markets?
Where's the housing market heading?
Which indicators are you watching?
How can investors benefit from your thesis?