DiscoverWTFinanceLiquidity Shortage Squeezing the Economy with Michael Howell
Liquidity Shortage Squeezing the Economy with Michael Howell

Liquidity Shortage Squeezing the Economy with Michael Howell

Update: 2025-10-27
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Interview recorded - 17th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about the current liquidity outlook, what is happening in China, whether Main Street and Equities can continue to go up and more. 0:00 - Introduction0:19 - Current outlook on liquidity markets25:20 - China31:14 - Cycles speeding up? 32:50 - Main Street and equities going up? 36:50 - One message to takeaway?Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.Michael Howell -Website - https://crossbordercapital.com/X - https://twitter.com/crossbordercapLinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=ukWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4X - https://twitter.com/AnthonyFatseas

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Liquidity Shortage Squeezing the Economy with Michael Howell

Liquidity Shortage Squeezing the Economy with Michael Howell

Anthony Fatseas