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PodMine

Michael Howell

Matches in: Person
3 episodes
Nov 10, 2025• Monetary Matters with Jack Farley

Is It Enough? Michael Howell on Money Market Turbulence, Standing Repo Facility, and Why Fed Balance Sheet Expansion Is Inevitable

Michael Howell discusses the Federal Reserve's decision to stop quantitative tightening, predicting inevitable balance sheet expansion in 2026 while warning that the proposed liquidity injections are insufficient to address underlying market tensions and debt refinancing challenges.

1:01:08
Oct 29, 2025• Monetary Matters with Jack Farley

The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold

Michael Howell discusses the growing divergence in global liquidity between the Federal Reserve's tightening and the People's Bank of China's stimulus, warning that the declining Fed liquidity could signal challenges for financial markets in 2026.

1:57:54
Oct 26, 2025• Monetary Matters with Jack Farley

The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold

Michael Howell discusses the deteriorating global liquidity cycle, highlighting a divergence between the Federal Reserve's tightening and the People's Bank of China's stimulus, with concerns that 2026 may not be a great year for financial assets.

1:58:17