5min chapter

Forward Guidance cover image

Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

Forward Guidance

CHAPTER

Liquidity Rising and Its Implications for Assets and Inflation

The speakers explore the concept of liquidity rising and its effects on various assets, including US equities and sectors. They discuss the correlation between monetary inflation, liquidity, crypto, and gold, and explain the difference between monetary inflation and cost inflation, leading to high street inflation. The chapter also delves into the role of gold and cryptocurrencies as monetary hedges, particularly for younger generations, and draws a historic parallel to Weimar Germany and generational reactions to hyperinflation.

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