Why Global Liquidity May Be Turning Against Markets | With Michael Howell

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Ash Bennington sits down with Michael Howell, founder and managing director of CrossBorder Capital, to unpack the one force he believes drives everything: global liquidity. Howell explains why the liquidity cycle may be rolling over and how debt refinancing pressure is building across the system.

In the full episode, they discuss why repo stress and bond volatility matter more than most investors realize, and what that could mean for equities, bonds, gold, and crypto. They also dig into Japan, China, term premia, the debt maturity wall, and why policymakers may be able to delay market stress...but not avoid it forever

Watch the full conversation on Real Vision
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