Global Liquidity Update: All Change in 2023!

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Global Liquidity Update: All Change in 2023!

 

·                We may have already passed the point of ‘maximum tightness’ in Global Liquidity. The US investment refrain for 2023 will be: “…get the US dollar down and get the (effective) Fed balance sheet up”.

 

·                A future 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 global business activity and help to underpin commodity markets.

 

 

 

 

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

 

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