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Michael Howell of Crossborder Capital returns to Forward Guidance with a much-needed update on global liquidity.\n--\nFollow Michael: https://twitter.com/crossbordercap\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n--\nUse code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:\nhttps://blockworks.co/event/permissio...\n\nResearch, news, data, governance and models \u2013 now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/\n--\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\nhttps://rb.gy/5weeyw\n\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \u201cDaily Debrief\u201d Newsletter: https://rb.gy/feusos\n--\nTimestamps:\n(00:00) Introduction\n(01:02) Rising Liquidity Is Supporting A New Bull Market\n(07:07) Are Shadow Quantitative Easing (QE) and Yield Curve Control Already Here?\n(27:06) We're In A Liquidity Cycle Upturn\n(32:42) Falling Inflation Has Boosted Liquidity & Price / Earnings (P/E) Multiples\n(40:58) Liquidity Is Rising In China & Japan\n(47:20) Howell's Not Very Bullish On Bonds\n(54:53) Stocks Will Likely Continue To Outperform Bonds\n(56:06) When Will The Fed Start Cutting Interest Rates?\n(01:00:08) Internals Of Stock Market Indicate Global Economic Slowdown Is Likely Already Behind Us\n(01:03:00) Liquidity Is High In Chinese Financial System\n(01:13:25) Inflows Into Emerging Markets Are "Very Unusual"\n(01:16:20) How To Measure Bank of Japan's Liquidity Injections\n(01:17:25) Bank of England (BOE) and European Central Bank (ECB) Are Less Important Than Fed & People's Bank of China (PBOC)\n(01:18:29) The Fiscal Endgame (Rates Have To Stay High To Prevent Further Debt Build-up)\n(01:31:42) When Will Shadow Quantitative Easing (QE) Turn Into Outright QE?\n--\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.