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Bullish For Rest Of 2025, But Bearish For 2026 | Michael Howell

Thoughtful Money with Adam Taggart

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Navigating Financial Liquidity and Debt Cycles

This chapter explores the current landscape of financial market liquidity, emphasizing key contributors like the Treasury General Account and foreign central bank interventions. It highlights the interdependence of debt and liquidity, discussing potential refinancing crises and future projections for market stability as we approach 2026. Historical trends and cyclical behavior of liquidity are examined, especially in relation to collateral markets and bond volatility.

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