OUT NOW - @crossbordercap's Michael Howell's view: - Liquidity set to RISE through end of year - Central bank easing has gone GLOBAL - Fiscal dominance is HERE Apple Spotify YouTube

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Michael's views in greater detail: - China's central bank is easing like crazy (10 Trillion Yuan in past 6 months injected into Chinese money markets) - weakening of USD has allowed more central banks to ease - what will end this: more likely to be a funding issue with sovereign bonds, rather than the private sector, because the "business cycle is dead"