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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 Global Liquidity and Market Cycles

This chapter explores the intricate dynamics of global liquidity and investment cycles, stressing the significance of liquidity regimes and their effect on asset classes. The speakers analyze current economic indicators, central bank policies, and speculate on future trends in equities and commodities as the market cycle evolves. They highlight the crucial need for strategic asset allocation and caution amid the potential for market corrections as the economic landscape shifts.

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