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Michael Howell, CEO of CrossBorder Capital, joins Maggie Lake to a raft of recent economic data and what it means, the upward trajectory of US 10-year Treasury yields, and the risk of policymakers stimulating an accelerating economy - which could become a problem in 2025.

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#financialmarkets #macro #realvision #fed #bitcoin

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00:00 - Intro
01:30 - What Is Happening With Global Liquidity
04:30 - Short-Term Liquidity Is Draining
10:00 - Finical Stability
15:45 - Treasury Yields
19:30 - How Does China Factor Into
25:00 - Stealth QE
27:20 - How Does Bitcoin React To This Liquidity Backdrop
29:40 - The US Dollar

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