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Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Long-Term Liquidity Cycle
The long-term liquidity cycle that we draw. This is our index of liquidity, which we track here all the way back to the early 1970s. If you look at where it's projected to go by 2026, you get a new peak in liquidity. And that's what we think is going on. Now, market's never moving a straight line. But we're going to have a tailwind behind us, I think, not a headwind in front of us.
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