Lead-Lag Live

From Liquidity Dynamics to Market Predictions with Michael Howell


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Are you ready for some high-level financial wizardry that demystifies complex concepts like global liquidity, present and past economic indicators, and future market predictions? We have with us Michael Howell, a seasoned market researcher, who illuminates us with his three decades worth of knowledge on these intricate financial dynamics. We promise to take you on a journey from understanding the pivotal roles of the Federal Reserve and the People's Bank of China to the intricacies of market vs. funding liquidity, and why it doesn't always reflect the real economy's health.

Let's delve deeper into some international finance politics involving China's economy and the U.S.'s strategic moves in adding pressure in the currency market. We also touch upon the Shanghai Accord of 2016 designed to moderate a strong US dollar and its impacts on the Chinese Yuan. Grab your notepads as we unravel the concept of 'pristine capital' and the continuing value of US Treasury bonds as a prized collateral in banking and insurance, even amidst global financial turbulence.

As we approach the end, we cast our lenses on potential upheavals, such as a US Treasury market downgrade and a duration crisis mutating into a credit crisis. We shed light on the 'Mothra effect,' Japan's impact on complex systems, and how oil affects liquidity and the market. We leave no stone unturned, discussing ever-present topics such as the increasing interest bill on US debt and the future of yield curve control. Join us as we wrap up with Michael's future predictions, the potential impact of the US elections, and potential market interruptions. Get ready to have your financial acumen leveled up!

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.

Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


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Lead-Lag LiveBy Michael A. Gayed, CFA

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