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#096 Michael Howell: It's Bonds, Not Banks, That Look Dangerous

The Julia La Roche Show

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Analyzing Global Liquidity and its Impact on Markets and the Economy

Exploring the significance of global liquidity in fixed income markets, equities, and the real economy, and its prediction until late 2025 or 2026. Recommendations for favoring equities over fixed income and awareness of historic volatility in the second half-year of financial markets.

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