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42 Macro 🇺🇸 Profile picture
42 Macro 🇺🇸
@42macro
42 Macro is an online investment research provider specializing in macro risk management through the dual lens of asset allocation and portfolio construction.
Jun 9, 2023 • 16 tweets • 3 min read
Global Liquidity Decoded

#Team42, we sat down with @APompliano earlier this week to discuss Global #Liquidity, #China and #Japan, #Bitcoin, and more.

In case you missed it, here are five highlights from the interview to help you navigate the complex world of Global Liquidity: 1) China and Japan are Important to the Global Liquidity Cycle:

China and Japan are key contributors to the global liquidity cycle.
Jun 5, 2023 • 20 tweets • 6 min read
Why is the stock market ripping?

#Team42, we joined Real Vision’s @RaoulGMI and @maggielake last week to discuss #Liquidity , #Debt Monetization, #Recession, & more.

In case you missed it, here are seven highlights from what many are calling “the best RV Daily Briefing yet”: Image 1) Liquidity Drives Asset Markets

Although we believe the stock market will continue to squeeze bears well into the fall, poor liquidity conditions will likely drag asset markets down this summer.