When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years.
And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead.
Well, here in the final quarter of Q4 2024, things so far have played out according to his script.
So will the good times continue into 2025?
Maybe not, says Michael Howell, founder & CEO of Crossborder Capital.
He sees good change the liquidity tide could start receding as debt refinancings suck capital from the system.
As a result, he thinks 2025 will be a MUCH bumpier ride for investors (and 2026 likely even worse).
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#liquidity #debtcrisis #bearmarket
