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Scott Besson

Matches in: Person

2 episodes

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