Full Ep: Everything You Need To Know About Liquidity



“Liquidity” is a concept with two meanings investors need to know. The first, basically, is at the individual security level: the ability to trade a stock or a bond, or an option at a given price on a given day.

Call it “market liquidity.” The second is more complex, and it involves the functioning of the entire global financial system.

Call it “funding liquidity.” “So,” as Michael Howell explains it, “if market liquidity starts to deteriorate, it’s really a heads up to the fact that funding liquidity is already going down significantly. And that’s very much the case at the moment.”

Is it a crisis? Well, the CrossBorder Capital Global Liquidity Index has fallen from levels around 80 to barely 20. Howell, the founder of CrossBorder Capital, joins Ash Bennington to talk about what the Federal Reserve has already done to tighten financial conditions when it might turn from its hawkish stance, and how markets will respond to a continuing liquidity squeeze. Recorded on August 15th, 2022.

TIMESTAMPS:

00:01:14 What is Liquidity and Why Does It Matter?
00:12:30 What Does a Collapse in Liquidity Mean for Different Asset Classes?
00:21:12 The Outlook for Equities
00:25:21 Here’s a Reason to Be Worried (think GFC)
00:30:22 Make the Dollar Digital
00:41:22 What Does the Balance Sheet Unwind Look Like?
00:46:04 Understanding Reverse Repos
00:50:48 Howell’s Outlook for Asset Markets

#liquidity #macroeconomics #markets

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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What is Liquidity and Why Does It Matter?



“Liquidity” is a concept with two meanings investors need to know. The first, basically, is at the individual security level: the ability to trade a stock or a bond, or an option at a given price on a given day.

Call it “market liquidity.” The second is more complex, and it involves the functioning of the entire global financial system.

Call it “funding liquidity.” “So,” as Michael Howell explains it, “if market liquidity starts to deteriorate, it’s really a heads up to the fact that funding liquidity is already going down significantly. And that’s very much the case at the moment.”

Is it a crisis? Well, the CrossBorder Capital Global Liquidity Index has fallen from levels around 80 to barely 20. Howell, the founder of CrossBorder Capital, joins Ash Bennington to talk about what the Federal Reserve has already done to tighten financial conditions when it might turn from its hawkish stance, and how markets will respond to a continuing liquidity squeeze. Recorded on August 15th, 2022.

#liquidity #macroeconomics #markets

Thanks for watching Real Vision Finance!

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

Connect with Real Vision™ Online:
🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!)
https://rvtv.io/RVfor1dollar
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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Does the Federal Reserve See the Threat of Recession?



Most central banks are moving aggressively to neutralize runaway inflation, a “bogey” world leaders must eliminate.

As Michael Howell points out, though, “Otherworld economies are already in recession,” and the U.S. will quickly follow suit. In conversation with Jared Dillian, editor of The Daily Dirtnap, Howell, the CEO of Crossborder Capital, paints a bleak picture.

“The next six months are going to be pretty ugly” as liquidity conditions continue to deteriorate and economic data continue to disappoint.

Michael and Jared also talk about why Federal Reserve policy probably won’t change much until early 2023, what’s made the Japanese yen weaken so drastically, and how the European Central Bank’s recent moves reintroduce “fragmentation” risk for the European Union.

Recorded on June 13, 2022.

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#federalreserve #monetarypolicy #recession

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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How Much of the Market Meltdown Is Macro vs. Crypto Specific?



This episode is sponsored by Nexo.io, NEAR and FTX US.

The crypto market just went through one of its most turbulent and brutal weekends in recent memory. In today’s episode, NLW looks at how much the broader downturn as well as these more recent moves are being driven by the crypto specific factors such as Terra, Celsius and Three Arrows Capital, versus being just part of a larger macroeconomic re-alignment.

Nexo is an all-in-one platform where you can buy crypto with a bank card and earn up to 16% interest on your assets. On the platform you can also swap 300+ market pairs and borrow against your crypto from 0% APR. Sign up at nexo.io by June 30 and receive up to $150 in BTC.

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“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell, research by Scott Hill and additional production support by Eleanor Pahl. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. The music you heard today behind our sponsors is “Catnip” by Famous Cats and “I Don’t Know How To Explain It” by Aaron Sprinkle. Image credit: Leonid studio/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.

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