Liquidity Cycle Will Turn In 2026, Argues Liquidity Godfather Michael Howell

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August 3, 2025
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The Monetary Matters Network
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Liquidity Cycle Will Turn In 2026, Argues Liquidity Godfather Michael Howell

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The fact is who is driving credit growth in the US economy? Is it the private sector? No, it is the public sector and effectively it's the state that is back in control. The reality is that we know it always ends badly. It ends in inflation and what you've got to do is to get monetary inflation hedges into your portfolios. The yield curve is tellin... Read More

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