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Monetary Matters with Jack Farley
Monetary Matters with Jack Farley

The Liquidity Squeeze | Michael Howell On Funding Pressures, China’s Gold Yuan Devaluation, and Trump Admin’s Tariff Endgame

1 tim 21 min•12 mars 2025
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Om avsnittet

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. 


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