Michael Howell says the US liquidity cycle has peaked and expects 2026 to be a down year for US liquidity but a potential up year for Chinese liquidity. In his estimation these will combine to produce a stronger US dollar, flatter yield curves, and defensive and commodity

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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