Felix Zulauf’s Big Calls For 2022 And Beyond
Forward Guidance
00:00
The Global US Dollar Liquidity Situation Is Deteriorating
Global M2 aggregate expressed in US dollars has now dropped from 20% gross to 7%. I think the international liquidity situation is deteriorating. On top of that, you will get the US liquidity situation that so far has been very good going to deteriorate. And that adds to the problem that it could hit equity markets.
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