In today’s briefing:
- Major Global Liquidity Warning – Don’t Fight the Feds
- Sentiment Strengthens, While Fundamentals Fade
Major Global Liquidity Warning – Don’t Fight the Feds
- A major bull market in Global Liquidity has started. Be prepared the cycle is rising and looks set to expand towards a new top sometime around 2026.
- A sharp uptick in the pace of liquidity injections into World financial markets occurred around October of last year in the wake of the British gilt crisis
- China’s PBoC also began a major easing policy coinciding with the end of COVID-lockdowns. China matters hugely to the World economy because of her whopping size.
Sentiment Strengthens, While Fundamentals Fade
- We have to go back to 1980 to find a month when small US businesses thought it was an even worse time to expand.
- Volatility is falling off a cliff as investors embrace a new kind of goldilocks.
- A common denominator drives Bitcoin and Gold higher: their perceived value as insurance against adverse market circumstances.
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