Archive - Capital Wars

Bitcoin, Liquidity, Rate Cuts and Treasury QE

Jul 16 •

Global Liquidity Watch: Weekly Update

Global Liquidity Expanded by Nearly US$12tr in 1H 2025

Jul 15 •

‘Risk On’ For Now

Ignore The Business Cycle, Look At The Funding Cycle

Jul 12 •

The Zags and Zigs Of Chinese Liquidity

'PBoC Watching' The World’s Number Two Central Bank

Jul 7 •

Global Liquidity Watch: Weekly Update

Global Liquidity Growth Slowed Through June

Jul 4 •

June 2025

The Final Lap: 1986/87 Redux?

It’s Not ‘Risk Off’ Yet, But Policy Makers are Stretching Out The Cycle

Jun 30 •

Will Stable Coins And The GENIUS Act Cause The Fed To Change The US Monetary Framework And Crater Fed Liquidity?

Born In The USA, But Dancing in the Dark

Jun 27 •

Global Liquidity Watch: Weekly Update

Global Liquidity Edges Lower Again

Jun 24 •

How To Value Modern Assets

Why Understanding The Inflation Regime is Crucial

Jun 22 •

‘Yellen-omics’ & $4500/oz Gold Bullion

More Monetary Inflation Favours Gold and Bitcoin

Jun 19 •

Global Liquidity Watch: Weekly Update

Global Liquidity Growth Continues to Slow

Jun 17 •

Interview: Metals and Miners

Gold Is The Monetary Inflation Hedge Par Excellence

Jun 16 •

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