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Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell

The Milk Road Show

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Navigating Global Liquidity Challenges

This chapter examines the vital role of credit providers in shaping global liquidity, focusing on the balance sheets of banks and shadow banks. It discusses the risks tied to debt liquidity and refinancing crises, alongside significant monetary policy implications, particularly China's major liquidity injections. The analysis anticipates critical shifts in financial markets as pressures mount from impending refinancing challenges and changing economic indicators.

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