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Monetary Matters with Jack Farley
The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
Mar 12, 2025
Michael Howell, an expert on global liquidity and asset markets, dives deep into the ongoing liquidity crisis. He warns of potential squeezes unless central banks step up their game. Howell discusses China's new gold yuan mechanism and critiques U.S. Treasury policies, drawing parallels to past economic strategies. The conversation also touches on looming tariffs and their uncertain impact on growth, alongside strategies for navigating today's market volatility with a focus on short-duration treasuries and gold investment.
01:20:55
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Quick takeaways
- The European Central Bank's commitment to stability is crucial for investor confidence amid rising inflation and economic growth concerns.
- A decline in global liquidity momentum threatens market stability, highlighting the critical importance of liquidity in financial systems.
Deep dives
The ECB's Commitment to the Euro
The European Central Bank (ECB) is determined to take all necessary measures to ensure the stability of the euro. This unwavering commitment reinforces the belief that the market will trust the ECB's capability to manage potential crises in the eurozone. Given ongoing concerns about inflation and economic growth, this decision is pivotal for maintaining investor confidence. Such actions are particularly critical as Europe navigates vulnerabilities related to debt and liquidity.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode