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Showing posts from January, 2019
Why Has Global Liquidity Crashed Again?   We have been warning about the negative effects of plunging Global Liquidity for over a year and highlighting the negative role being played by the World’s Central Banks. Many policy-makers are engaging in a twin-tightening by simultaneously hiking interest rates and shrinking their balance sheets. There is no sign of this squeeze easing yet, even though Global Liquidity is crashing at its fastest rate since the 2007/08 Crisis. Nonetheless, investors should start to anticipate a massive monetary easing in 2019 that tries to reverse what may inevitably prove to be a coming hard economic landing.