Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell
Thoughtful Money with Adam Taggart
Market Valuations, Liquidity, and Potential Downturn
Discussion on unsustainable market valuations and foreseeing a possible market downturn by the end of 2025 due to various factors like wrapping up of bank term funding program and liquidity reduction. Analysis includes negative stance on bonds, gold price surge, China's buying activity, and complexities of liquidity impacting market behavior and the need for substantial liquidity increase over the next decade.
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