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Where are we in the global liquidity cycle?
Episode 330
Published 4 months, 2 weeks ago
Description
We dive deep into the current state of the global liquidity cycle, which has remained on a steady expansionary trend since the start of 2025. We analyze how the United States and China continue to act as the primary engines for this growth, even as a contraction in the PBOC’s balance sheet creates a notable drag on Chinese liquidity.