Global Liquidity Latest - Maximum Tightness

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Global Liquidity Latest - Maximum Tightness

 

·                We have likely reached the point of maximum tightness in Global Liquidity. The US investment refrain for 2023 will be: “get the US dollar down and get the Fed balance sheet up”

·                A boost to the World economy may also be underway through easier Chinese liquidity conditions. Given China’s large economic footprint, it seems likely that this will spill-over into the World economy and help to underpin commodity prices

 

 

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

 

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