Global Liquidity Latest: When The Rivets Start To Pop!

Global Liquidity Latest: When The Rivets Start To Pop!

 

·      Strong economies rarely have strong financial markets because liquidity gets redirected into working capital, as inventories are rebuilt and industries re-tool

·      We re-iterate our near-term concerns for markets, but any shake-out is a buying opportunity. We remain bulls for the long term: UK equities continue to look good, and it is too early to write-off Wall Street yet.

 

 

See our latest published research, Global Liquidity Latest –  March 2021

 

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