Understanding the Liquidity Dynamics of this Week's Market Volatility with Michael Howell
Michael Howell of Crossborder Capital focuses on the recent volatility in financial markets and the potential causes behind it. They discuss the unwinding of the yen carry trade, the flow of liquidity into/or out of markets, and the risk positioning of investors. They also touch on the impact of the recent spike in volatility on the bond market and the potential for further monetary easing by central banks. The conversation highlights the importance of the US election and China's monetary policy as key factors to watch. Overall, they believe that the trend in liquidity is upward and that gold…
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