Michael Howell

Founder of Global Liquidity Indexes and author of the Capital Wars Substack, specializing in global liquidity analysis and cross-border capital flows with decades of experience in fixed income and macro research.

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Oct 29, 2025 • 1h 58min

The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold

Michael Howell, founder of Global Liquidity Indexes and author of Capital Wars, shares critical insights on global liquidity trends. He highlights a concerning decline in U.S. Federal Reserve liquidity due to intense repo market pressures while China pumps over 7 trillion Yuan into its economy, drastically impacting gold prices. Howell warns of a growing East-West financial divide and predicts that 2026 may not be kind to financial assets. He also discusses debt-likelihood ratios and advises core allocations to inflation hedges, including Bitcoin.

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