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17min chapter
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
Monetary Matters with Jack Farley
Navigating Private Sector Liquidity
This chapter explores the complexities of private sector liquidity, comparing the dynamics of private credit and capital markets to assess new credit creation versus existing savings recycling. It also analyzes the contrasting liquidity environments in the U.S. and China, including the impacts of monetary policy and economic conditions on markets. Additionally, the discussion forecasts the performance of the S&P 500 and Bitcoin, emphasizing liquidity's pivotal role and the factors influencing future market trends.
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Discover
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