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The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening

Monetary Matters with Jack Farley

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Navigating Liquidity Cycles and Asset Allocation

This chapter analyzes global liquidity cycles, highlighting their cyclical nature and implications for asset allocation strategies. It discusses how various economic regimes affect performance in equities, commodities, and bonds while emphasizing the influence of inflation on asset valuations.

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