Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Video Description
You've asked, we listened: Michael Howell, CEO of CrossBorder Capital and renowned macro maestro, joins Raoul Pal for an analysis of the global liquidity cycle and how the latest developments in the U.S., China, Japan, the UK, and Europe will impact risk assets. Has liquidity already peaked, as some think Howell has claimed? Recorded on August 28, 2025.
• 🕰️ Late-Stage Cycle: The red line doesn't lie — we're clearly in the later stages of this economic cycle. But late doesn’t mean over. ⏳
• 🔮 Outlook into 2026: While many expected the cycle to end in late 2025, the momentum looks strong enough to stretch into Q2 next year — or even early 2026. 📆📈
• ⚠️ What This Means for Investors: Timing matters. Knowing where we are in the cycle could be the difference between catching the wave 🌊 or missing the boat 🚫🚢.
#MarketCycle #InvestingInsights #MacroEconomics #StockMarket2025 #RealVision #FinanceShorts #RecessionWatch #Q2Forecast
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