Its all about inflation (…and liquidity)
Did Global Liquidity Just Jump By 60%?
The celebrated 'It's the economy, stupid!' remark made about Clinton's 1992 Election victory should be reworked and applied to the current falling inflation environment. A drop in underlying inflation from 6% to 2% is equivalent to a whopping 158% rise in Global Liquidity.
See our latest published research, Global View: Did Global Liquidity Just Jump By 60%? – 3rd July 2023
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