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Darius Dale and Michael Gayed: Uncovering the Secrets of Global Liquidity & US Business Cycles

Lead-Lag Live

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The Global Justin Net Liquidity Model

We did see a pretty significant uptick in global liquidity that obviously, if you know, across markets, nobody is fungible. And so and obviously we had the world's largest and deepest capital markets. So a lot of that global money that was being created, particularly on the public sector side, really, I assume found its way in our markets. We're certainly not on the lows anymore. We're down at two through hundred basis points a couple of years ago, and we're now at around 450 basis points. They have blown out with this kind of destruction of private sector liquidity.

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