The Impacts of Potential Tariffs on Economic Growth

This Monetary Matters episode is brought to you by VanEck.

Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack

Michael Howell of Crossborder Capital returns to Monetary Matters to share his view on how global liquidity is impacting asset markets. While falling fixed income volatility and a declining dollar should buoy liquidity, Howell notes a distinct fall in liquidity momentum from central banks and worries that there could be a liquidity squeeze unless central banks inject more liquidity. He touches on various topics including the PBOC’s new mechanism, gold, and SOFR/EFFR spreads. Recorded on March 10, 2025. 

Follow VanEck on Twitter https://x.com/vaneck_us

Follow Michael Howell on Twitter https://x.com/crossbordercap

Follow Jack Farley on Twitter https://x.com/JackFarley96

Crossborder Substack https://capitalwars.substack.com/

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez