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The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening

Monetary Matters with Jack Farley

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Navigating the Future of Global Liquidity

This chapter examines the current upswing in global liquidity and predicts its continuation until about 2026. It discusses the cyclical nature of liquidity and the potential challenges for investors due to a slowdown in growth amidst factors like debt maturity and corporate issuance.

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