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Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Global Liquidity Cycle
I want to get into the weeds on liquidity, because going into this, I had a few ideas and some of them confirmed it, and then you added it a lot. But just to get your view really simple, let's put on screen this chart of your global liquidity index from from cross-border capital. And as you can see, it plummeted in 2022, and it has started to go back up. Is it fair to say, Michael, that you think that liquidity will continue to increase? And would this have an impact of continuing to support risk assets? The answer is yes, and yes, it will go up.
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