Global Liquidity Update: Buying Into The ‘New Abnormal’

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Global Liquidity Update: Buying Into The 'New Abnormal'

 

·                The most important investment number is no longer the high street inflation rate, but the real rate of Central Bank monetary base growth.

·                The US dollar is being undermined by the rising pace of the so-called twin deficits

Comments

  1. neelesh13 May 2021 at 12:31

    What would be pivot point ? How far US could stretch . And important question is what happens when market tightens rate for US, what would happen to over leverage economies like Canada/Australia. There is no doubt, there will be chaos and many people/asset holders will wipe out completely. Nice haircut is coming....

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