Global Liquidity Latest: Countdown To The Pivot

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Global Liquidity Latest: Countdown To The Pivot

 

·                Prevailing low liquidity conditions warn that investors still hold too many risk assets relative to fast deteriorating economic prospects

 

·                Experts praise the Bank of Japan’s YCC success. Key US officials, namely Fed Vice Chair Brainard and Treasury Secretary Yellen have been past advocates. YCC is a subtle way of re-starting QE policies, but, from Japan’s experience, with less upside risks to balance sheet size

 

 

 

See our latest published research, Global Liquidity Latest – October 2022

 

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