We focus on Global Liquidity and capital flows. These really matters for markets and investors. We track the flow of funds from Central Banks (i.e., QE or QT), banks and shadow banks, corporations, and cross-border investors. Money moves markets. We ought to know since we have watched it closely for over thirty years.
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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).