Michael Howell is the founder of Crossborder Capital and has been tracking liquidity flows for decades now. Crossborder is well known for their research into liquidity and harnessing it as part of the investment approach. Here he discusses:
When do banks lend?
Does the Fed "print" money?
How does the Fed's liquidity additions make their way to the market?
And much much more!
You can also purchase his book here: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity-ebook/dp/B086BBF1H9
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