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ReSolveRiffs with Michael Howell on Liquidity & its Multi-Dimensional Impacts on Markets and the Economy

Resolve Riffs Investment Podcast

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The Global Liquidity Cycle

The global liquidity cycle seems to repeat about every 65 months. Bad things happen at the trough, you get banking failures and asset market booms. The dog leg down running from 22 to 25 is the slated QT quantitative tightening program that the Fed is undertaking. And I would suggest that fixed income securities are not really going to be a place to be in the medium term because they're the ones that will likely suffer.

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