During the last 18 months, the U.S. economy and financial markets have been challenged by persistent declines in real liquidity growth. Slower real monetary growth—with a lag of one year or more—tends to moderate real economic growth, inflation pressures, and corporate profit expansion. In a more coincident fashion, stocks and bonds also struggle as liquidity becomes inadequate.
Nov
03
2022
A Liquidity Pivot Is Nearing
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