26min chapter

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#240 Michael Howell: 'We're in a Liquidity Air Pocket' as Hidden Stimulus Fades

The Julia La Roche Show

CHAPTER

Navigating Market Liquidity and Debt Dynamics

This chapter explores the current landscape of asset allocation and investment strategies using a traffic light analogy for market conditions. It discusses the implications of global liquidity trends, the potential devaluation of the yuan, and the rising levels of US Treasury debt. The conversation emphasizes the Federal Reserve's role in navigating liquidity challenges amidst an impending debt maturity wall.

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