Archive - Capital Wars

Global Liquidity Watch: Weekly Update

Global Liquidity Growth Continues to Slow

15 hrs ago •

Interview: Metals and Miners

Gold Is The Monetary Inflation Hedge Par Excellence

Jun 16 •

What Drives Bitcoin: Money Or Liquidity?

Money Matters, Credit Counts, But Liquidity Leads

Jun 14 •

The Fed (and Treasury) Is Targeting Liquidity

Latest Evidence From Banks’ Reserves

Jun 13 •

Global Liquidity Watch: Weekly Update

Global Liquidity Edged Higher Last Week But …

Jun 10 •

Economic Risks, Faster Inflation…Rising Asset Prices?

Fed’s ‘reaction function’ is being reshaped by stag-flationary forces. Enter Treasury QE stage right...

Jun 5 •

Global Liquidity Watch: Weekly Update

Global Liquidity Dipped in May

Jun 4 •

Has The US Treasury Lost Control of the Bond Market?

Understanding Bond Term Premia (Spoiler alert: 'yes')

Jun 1 •

May 2025

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