Global Liquidity Watch: Weekly Update
Global liquidity levels have stabilized following the Q4 dip. Four factors are underpinning them: (1) Improving Central Bank liquidity, due to the PBoC and ECB. Fed liquidity remains a cause for concern. (2) Collateral values (bonds) which are picking up, in part helped by (3) the loss of momentum in the US dollar. And finally (4), bond market vola... See more
Global Liquidity Watch: Weekly Update
Lots of bailouts going on
The Coastal Journal
@1CoastalJournal
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9h
The Fed has also contributed via the discount-window $2.46b this week after $3.49b last week.
A total of over $10 Billion worth since April 3.
The Coastal Journal
@1CoastalJournal
·
9h
The Fed has also contributed via the discount-window $2.46b this week after $3.49b last week.
A total of over $10 Billion worth since April 3.
x.com • Home / X - https://x.com/home
7月份国内M1崩了，M1为什么重要？M1下降的风险？
M1代表市场上的活钱，流动的钱，它不仅助推通胀，也助推资产价格。M1坠落式下行，证明经济体中的流动性降低了，现金定价过高，现金的定价是“利率”，定价过高时人人都倾向于保有现金，从而减少消费和投资
如果实际利率没变化，就必然会牺牲经济活力和 https://t.co/bvwOtwRVGA
He presents evidence that liquidity tends to lead market movements by a window of three to six months. This insight suggests that tracking global liquidity can offer valuable foresight into potential market behavior, enabling investors to make more informed decisions.
Michael Howell • The Dynamics of Global Liquidity and Cycles
