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Why Global Liquidity Is Crucial For Investors…. And Where Are We In The Liquidity Cycle?

Mon 07 Sep 2026 - 15:00 BST / 16:00 CEST / 10:00 EDT

Topics

⬥ The 5-6 year Global Liquidity Cycle has peaked.

⬥ Falling financial liquidity explained by real economy strength, but Central Banks are now starting to tighten.

⬥ China and the US Liquidity cycles are moving oppositely.

⬥ China needs to ease liquidity significantly… gold could soar.

⬥ US needs to tighten liquidity significantly, but Warsh Fed is trying to avoid this … what does this mean for Wall Street, bonds and the US dollar?