Michael Howell

Michael Howell, founder of Global Liquidity Indexes and author of Capital Wars, shares insights on alarming global liquidity trends. He highlights the weakening Federal Reserve liquidity, contrasting it with China's PBOC injecting over 7 trillion yuan into the market. Howell warns about a looming divergence between East and West, forecasting potential market struggles ahead. He also discusses the rising role of gold in China’s monetary strategy and its implications for future financial landscapes, urging listeners to prepare for a turbulent 2026.