Michael Howell, managing director of Cross Border Capital, joins Maggie Lake to debate the liquidity panorama, the US’ debt downside, and why inflation stays a significant risk. He shares how the Fed and Treasury are manipulating bond yields, explains the return of a special form of bond vigilante, warns of the dangers of rising bond market volatility, and discusses why China’s financial stimulus will not be the silver bullet many hope for. A must-watch for anybody involved about the way forward for international monetary markets. Recorded November 8, 2024.
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00:00:00 – Introduction: World Debt and Inflation Dangers
00:01:20 – The Impression of Huge Authorities Debt
00:03:40 – Liquidity’s Function in Monetary Markets
00:06:14 – Inflation and Debt Maturity Considerations
00:10:10 – Federal Reserve’s Coverage Dilemma
00:15:00 – The Potential Recession vs. Debt Administration Debate
00:18:10 – Bond Market Volatility and Dangers
00:25:30 – China’s Function within the World Greenback Demand
00:32:40 – Japan’s Debt Challenges and Yen Weak spot
00:37:50 – Actual Belongings as Inflation Hedges
00:45:20 – Closing Ideas: The Significance of Inflation Management
We all know you get this, however gotta say it anyway – this present is for informational functions solely and isn’t monetary recommendation.
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Intro Track Title: This Background
Merchandise License Code: YL32M8ZGAS
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