Is The Liquidity Cycle Rolling Over?
Is The Liquidity Cycle Rolling Over?
Transcript
The pullback in the PBC's balance sheet caused Chinese liquidity to grind to a halt. Liquidity growth is currently flat or down in all six major liquidity providing economies. So if you look at China's liquidity proxy, so that's the PBC's balance sheet plus China's broad money supply plus China's FX reserves minus gold. That metric is now flat on a... Read More
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