Macro Scene
Debt Bonanza or Fiscal Headache? US Treasuries Hit $654bn This Week
The United States government sold a huge batch of Treasury securities last week, auctioning a reported $654 billion of bills, notes and bonds as...
Markets Jolt as Geopolitics Rattle Bitcoin, Bonds, and Currencies
A sudden jolt rippled through global markets this week as geopolitics, debt, and leverage collided across assets that rarely misfire at the same moment.
Bitcoin...
Liquidity Rules the Market, But For How Long?
Michael Howell doesn’t sound like a man guessing his way through the fog. The founder of Crossborder Capital, often described as the “godfather of...
M2 vs Global Liquidity: Recession Signal or Market Lifeline?
Economic forecasts have never been short of contradictions, and the latest debate is no exception. Steve Hanke, a veteran economist from Johns Hopkins University,...
Powell Gives Crypto a Green Light, and Web3 Takes Flight
Jerome Powell, Chairman of the Federal Reserve, has given banks the green light to serve crypto customers. This pivotal statement signals a much-needed change...
Liquidity, Gold and the Looming Debt Wall: Michael Howell’s Market Outlook
In a recent interview with Adam Taggart on Thoughtful Money, Michael Howell, founder and CEO of Crossborder Capital, shared his insights on global liquidity,...
