Michael Howell, managing director of Cross Border Capital, joins Maggie Lake to discuss the liquidity landscape, the US' debt problem, and why inflation remains a major threat. He shares how the Fed and Treasury are manipulating bond yields, explains the return of a different kind of bond vigilante, warns of the risks of rising bond market volatility, and discusses why China's economic stimulus may not be the silver bullet many hope for. A must-watch for anyone concerned about the future of global financial markets. Recorded November 8, 2024.