GnS Economics Newsletter

GnS Economics Newsletter

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GnS Economics Newsletter
GnS Economics Newsletter
Liquidity, and then some!

Liquidity, and then some!

Dark liquidity flows keep on carrying the markets (except in April)

Tuomas Malinen's avatar
Tuomas Malinen
May 03, 2024
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GnS Economics Newsletter
GnS Economics Newsletter
Liquidity, and then some!
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From Tuomas Malinen’s Forecasting Newsletter.

I will postpone the analysis on the Japanese economy, because I want to bring you an update on global liquidity. I just received a new patch of data on the global money supply reaching the end of March.

Issued discussed:

  • There were major liquidity injections in March, which explains why markets rallied so fiercely.

  • These injections came (also) from outside China.

  • We are likely to slowly turn into a rally-mode in the markets again, with likely peaks reached in late-June or early-July.

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