Global Liquidity Insights
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 457 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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capitalwars.substack.comLatest Issues
AI Capex, Tight Liquidity and the Next Commodity Surge
The Gold-Bitcoin Liquidity Trade Has Moved On
Investment booms are inflationary. If the latest multi-trillion-dollar AI capex projections prove even broadly right, the next boom could be large enough to reshape the investment landscape. Th...
Global Liquidity Watch: Weekly Update
Liquidity Momentum Fades
Global liquidity is losing momentum, with growth appearing to have peaked as PBoC tightening and US dollar strength offset support from the Fed and BoE. Low bond volatility and solid collateral values continue to s...
The Next Phase of the Liquidity Cycle
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Disclaimer
The information is provided for information purposes only and on the basis that it will not be relied upon. No information contained herein constitutes a personal recommendat...
Liquidity, Commodities and Bond Stress: The Next Market Sell-Off Risk?
Strong Commodities and Weak Bonds Go Together
High equity valuations rarely end bull markets by themselves. The more important risk is whether Global Liquidity can continue to support leverage, collateral demand and confidence — with bonds...
Global Liquidity Watch: Weekly Update
Levelling Off?
Global liquidity seems to be levelling off, with short‑term strength driven by base effects, low volatility and renewed Fed injections. SMB has stalled on weakening China liquidity, ongoing BoJ/ECB QT and US dollar strength....
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Authors
The writers behind this newsletter.
Dr Michael J. Howell has worked in finance for over 30 years. Formerly Research Director at Salomon Bros where he developed the concept of 'Global Liquidity'. He is author of 'Investing in Emerging Markets' (1995) and 'Capital Wars' (2020).
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