AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Japanese Central Bank's Liquidity Growth
A period of the Fed raising rates. Normally, the narrative goes to Federal Reserve raise rates that sucks money from around the globe. But as you say, and as the chart indicated, we have not had that. Even as we had a pretty significant dollar spike from the beginning of last year to like September. So there is something unusual going on here. And maybe what all this data is telling us is that the world economy is not in such a bad shape as economists are saying. Maybe there is a life you feel like in the Asian economies. The Japanese market is already telling us that things are beginning to restart in Asia.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode