Yet another surprise to the downside for the U.S economy… Global liquidity is shrinking May 20, 2021 10:58 pm
Jason Burack: Central Banks Pulling Dollar Liquidity Out? Stock Market In Process of Topping Out? May 15, 2021 3:01 pmMay 11, 2021 9:32 pm
One last time: The market is not the economy The economy is not the market Liquidity, artificial or otherwise, is the market. April 3, 2019 11:08 am
Japan in trouble as EU , USA and UK liquidity steadies as central banks show weak improvements and drifting economies. March 17, 2019 10:26 am
Leading Indicators and Liquidity Declining, Says Variant Perception’s Tian Yang March 15, 2019 6:07 am
Sentiment and liquidity are important factors driving the market rally of 2019. But we must also take into account the reality of earnings and macro to avoid beta-chasing and momentum risk building. February 24, 2019 9:36 am
Despite low rates and massive liquidity, global capital expenditure (investment) is falling; Q1 earnings growth crashes; The recession risk over the next 12 months is now a whopping 49%. Ouch! February 5, 2019 8:34 amFebruary 3, 2019 9:13 pm
Liquidity collapsed to multi-year lows in December, earnings calls are bearish, typical cyclical rolling over, fundamentals getting weaker…. January 24, 2019 8:17 pmJanuary 24, 2019 8:22 am
Alarm Bells on Falling Global Liquidity, Economies Set To Slow, Recession Chances Rising January 20, 2019 10:26 am
Asian Debt Defaults to Rise as Currencies Weaken, Liquidity Tightens… Satyajit Das: “The World Will Pay for Not Dealing With Debt” December 27, 2018 12:57 pm