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Future Trends in World Debt and Global Liquidity
This report is inspired by the release of latest World debt estimates for 2022 by the IMF. We argue that the evidence of rising debt levels, particularly across the Advanced economies, are dangerous and, at least, require more ‘liquidity’. The cost of adding liquidity is that this will mean faster monetary inflation. We are equivocal whether this spills over into high street or asset prices, but whichever, investors need to consider owning more long-term monetary hedges, such as gold… or crypto.
See our latest published research, Global View: Future Trends in World Debt and Global Liquidity - 8th November 2023
For further information, or to change user options, please contact us at research@crossbordercapital.com
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