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The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame
Manage episode 470981495 series 3627237
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
Michael Howell of Crossborder Capital returns to Monetary Matters to share his view on how global liquidity is impacting asset markets. While falling fixed income volatility and a declining dollar should buoy liquidity, Howell notes a distinct fall in liquidity momentum from central banks and worries that there could be a liquidity squeeze unless central banks inject more liquidity. He touches on various topics including the PBOC’s new mechanism, gold, and SOFR/EFFR spreads. Recorded on March 10, 2025.
Follow VanEck on Twitter https://x.com/vaneck_us
Follow Michael Howell on Twitter https://x.com/crossbordercap
Follow Jack Farley on Twitter https://x.com/JackFarley96
Crossborder Substack https://capitalwars.substack.com/
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
80 episodes
Manage episode 470981495 series 3627237
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
Michael Howell of Crossborder Capital returns to Monetary Matters to share his view on how global liquidity is impacting asset markets. While falling fixed income volatility and a declining dollar should buoy liquidity, Howell notes a distinct fall in liquidity momentum from central banks and worries that there could be a liquidity squeeze unless central banks inject more liquidity. He touches on various topics including the PBOC’s new mechanism, gold, and SOFR/EFFR spreads. Recorded on March 10, 2025.
Follow VanEck on Twitter https://x.com/vaneck_us
Follow Michael Howell on Twitter https://x.com/crossbordercap
Follow Jack Farley on Twitter https://x.com/JackFarley96
Crossborder Substack https://capitalwars.substack.com/
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
80 episodes
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