Global Liquidity, Debt, and the Four Horsemen
Global Macro Update · Mauldin Economics
March 27, 202644m 56s
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Show Notes
Michael Howell of GL Indexes and Capital Wars joins Ed D'Agostino to explain how global liquidity is being drained by four converging forces—central bank tightening, surging oil, a rising dollar, and spiking bond volatility—just as a massive wall of COVID-era debt comes due for refinancing. He makes the case that the bull market is likely over, the traditional 60/40 portfolio is breaking down, and where investors should be looking.