
Unraveling the Liquidity Cycle with Raoul Pal & Darius Dale
Real Vision: Finance & Investing
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The Fed Balance Sheet Versus the Interest Payments Leading by 36 Months
The Fed balance sheet versus the interest payments leading by 36 months. Now it's suggesting now should be in the, obviously we had this little spike from the banking issue. It suggests that it should be slowing down in its rate of change and eventually start going up in Q3 and C. The other liquidity cycle we've used just simply because it seems to work on a year-on-year basis is global M2. So we've probably got a play globally at whichever major countries are doing well right now. And I don't know where it is, 12 and a half percent or so right now? We're not looking for exact matches here. We're like directionally. What happens
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