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- Michael Howell
- Michael Howell
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- Michael Howell
Global View Global Liquidity in 2021 Another Story - January 2021
Global Liquidity in 2021: Another Story Global Liquidity will break records in 2021, fuelled by further Central Bank QE as policy-makers accommodate continued large fiscal programmes. Yet, more-and-more liquidity is heading into real economies, and strong economies rarely have strong financial markets. This is both the warning and the opportunity in 2021.
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- Michael Howell
- Michael Howell
- Michael Howell
Global View From Boom to Doom - December 2020
From Boom to Doom? There may be no obvious bubbles in World stock markets, but we are not optimistic about 2021. Not only is this the very opposite of our upbeat view of 2020, but it seemingly contradicts our on-going optimism about the real economies. However, the great watch-word of investing is that "... strong economies do not have strong financial markets". 2021 will be a major test!
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- Michael Howell
Global View 2021 Outlook The Great Monetary Schism A Weaker US Dollar...
2021 Outlook: The Great Monetary Schism - A Weaker US Dollar, A Stable 'Asian Dollar' and a Rising Euro? A consensus is emerging that the US dollar will weaken in 2021. Our work agrees, but for very different reasons. Capital flows frequently drive currencies and the starting point of a large US$5½ trillion bulge from recent cross-border inflows is a shadow that looms large over the US unit. On top, we suspect that Fed policy will have to take on even more of the policy burden in 2021. Dollar w...
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- Please Change Name Please Change Surname
- Michael Howell
- Michael Howell
- Please Change Name Please Change Surname
- Michael Howell
Global View The Debt Liquidity Spiral & The Era of Monetary Dominance ...
The Debt/Liquidity Spiral & The Era of Monetary Dominance: How Much Further Could Global Liquidity Expand in 2021? Financial markets are spinning around a fragile debt/ liquidity axis that is vulnerable to rising credit risk and higher inflation. Policy-makers can cushion credit risk but, in doing so, their liquidity injections risk creating monetary inflation. On top, the Baby Bust and the Great China Decoupling are raising the stakes by increasing cost inflation and forcing savings ratios to ...
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