Capital Wars

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Where Are We in The Investment Cycle?
A Global Liquidity-based Asset Allocation
 • 
Michael Howell
10
How China Threatens US Interest Rates
10-year Yields Could Soon Easily Exceed 5%
 • 
Michael Howell
10
The ‘Everything’ Bottom
Everything is bottoming! Global Liquidity, stock markets, bond term premia, the World economy and even inflation pressures. We remain upbeat, but we…
 • 
Michael Howell
6
Global Liquidity Watch: Weekly Update
Small Uptick, But Short-Term Downtrend Still Evident Latest weekly data show a small uptick in Global Liquidity to US$164.0 trillion or still 3½% below…
 • 
Michael Howell
4
Has The US Fed Already Been Secretly ‘Easing’ For A Year!?
Reconsidering Prospects for Global Liquidity
 • 
Michael Howell
15
What Is Happening In China And What Could It Mean?
Liquidity Implications of a Weaker Yuan Currency
 • 
Michael Howell
19
Global Liquidity Conditions Under Pressure From Volatile Collateral Values
Recent Trends In The Data
 • 
Michael Howell
7
Capital Wars
Capital Wars
Global Liquidity Insights
Recommendations
The Lead-Lag Report
The Lead-Lag Report
Michael A. Gayed, CFA
© 2023 Michael Howell
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