Rising Liquidity To Power Markets Higher Through 2025? | Michael Howell
The key to the bull case = Liquidity
2023, a year nearly everyone expected a recession, has instead seen impressive economic growth and the markets power to all-time highs.
How did this happen?
Especially as the Federal Reserve kept interest rates above 5% while conducting Quantitative Tightening?
In a word: liquidity.
Liquidity steadily rose throughout 2023 and, like an incoming ocean tide, rose all boats.
How? Why? Where is it coming from?
And if it's such a key driver of asset prices, where is it headed from here?
To find out, I sat down for a very important conversation with Michael Howell, founder & CEO of Crossborder Capital.
Because of his outlook for liquidity, he predicts both the economy and the financial markets will perform strongly from here through the end of 2025.
For all the details on this bull case, click here on on the image below:
I’m so grateful to everyone who has made their way to Thoughtful Money already, especially those of you who have kindly supported me by becoming a premium subscriber to this new Substack. It’s making an important difference in helping me afford the substantial startup costs of birthing this new venture.
Premium supporters will receive my “Adam’s Notes” summaries to interviews going forward (yes, they’re back!), plus periodic advance-viewing and/or exclusive content not made available to the public.
My Adam’s Notes for this discussion with Michael are available to them below.
If you, too, would like to become a premium subscriber to this Substack (it’s only $8/mo for those who sign up now), then sign up now here:
Keep reading with a 7-day free trial
Subscribe to Adam Taggart's Thoughtful Money® to keep reading this post and get 7 days of free access to the full post archives.