XJO 0.34% 7,796.0 s&p/asx 200

Record stock prices will lastLiquidity continuing to rise and...

  1. 635 Posts.
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    • Record stock prices will last
    • Liquidity continuing to rise and will towards middle of 2025
    • If World Economy is hot, it’s a bad thing for global liquidity as money will be sucked out of financial markets. We want a sluggish economy that central bankers want to stimulate. World economy is currently flat lining and policy makers want to ease
    • Bitcoin is an early feeder of liquidity
    • Powell/Yellen manipulating/distorting the bond market
    • Two major risks for financial markets:
    1. Inflation shock associated with high oil prices historically – unlikely at this stage
    2. In last 25-30yrs all financial crisis have been refinancing crisis in other words the inability to rollover debt – watch regional bank reserves
 
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