Polar Sun Research

Polis => Aggregator => News And Commentary => Topic started by: Pallas_Boreas on 2026-Jun-29, 18:49:07

Title: Massive Liquidity Shock Coming; Brace For 'Wrecking Ball' Warns Economist
Post by: Pallas_Boreas on 2026-Jun-29, 18:49:07
From the YouTube link:
Quote
Michael Howell, Founder & Managing Director of GL Indexes, and author of "Capital Wars" the book and substack, explains how shifting global liquidity is steering the dollar, gold, Bitcoin, oil, and the broader markets as a new Federal Reserve chair settles into the job.




My term for liquidity is capital flow and gives a better visualization then liquidity. Imagine fluid through a pipe as debt (liquidity) through the markets. That it can be modeled and thought of as such is a great philosophical exercise.