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Michael Howell & Raoul Pal: Liquidity Cycle Masterclass

Raoul Pal: The Journey Man

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Navigating Debt and Global Liquidity

This chapter explores the implications of debt monetization and central bank intervention in the U.S. economy, focusing on the Federal Reserve's strategies and the dynamics of the Treasury General Account. It highlights the complex global financial interrelationships, particularly the need for cooperation between the U.S. and China, as well as the economic pressures on Europe and Japan. The discussion emphasizes the potential impact of these factors on global trade, dollar valuation, and the overall liquidity cycle.

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