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Mike Howell RETURNS: The Dollar Fix Is In — The Playbook for Gold, Tech & Bitcoin

Raoul Pal: The Journey Man

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Navigating Global Liquidity Dynamics

This chapter explores the complexities of the business cycle, focusing on the roles of the Fed and Treasury in managing economic debasement and total liquidity. It emphasizes the interconnectedness of global economies, particularly the influence of Japan and China on bond yields, market behavior, and monetary policy. By analyzing historical liquidity cycles and current trends, the chapter sheds light on potential market shifts and the implications of rising yields for equities and commodities.

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