Real Vision: Finance & Investing #1040 - What’s Driving the Record Stock Rally? with Michael Howell
16 snips
May 20, 2024 
Michael Howell, CEO of CrossBorder Capital, discusses the global liquidity trends impacting markets and economies. They delve into the role of central banks like the PBOC, the effects of liquidity injections on asset prices, and the influence of Chinese economic activities on global liquidity levels. The podcast also explores the geopolitical chess game involving the Japanese yen and Chinese Yuan.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Understanding Global Liquidity and its Impact on Financial Markets
02:15 • 4min
Analysis of Central Banks, Finance Ministers, and Liquidity in the Market
06:44 • 5min
The Impact of Liquidity Injections on Markets and Economies
11:18 • 11min
Analysis of Normal Economic Cycle and Bond Market Distortions
22:17 • 2min
Analysis of Chinese Economic Influence and the State of China
24:37 • 2min
The Geopolitical Chess Game with the Yen and Yuan
26:48 • 8min