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Global Macro UpdateAuthor: Mauldin Economics
What's really driving US and world events? What are the real motives for Putin's and Xi Jinping's actions? How will the latest crisis affect your personal life and investments? Global Macro Update with Mauldin Economics Publisher Ed D'Agostino is a deep dive into current macroeconomic world affairsfrom black-swan events to the chess moves of global leaders and market makers. Every week, Ed interviews top experts in geopolitics, economics, finance, and industry to deliver their inside scoops straight to your doorstep. Language: en-us Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Global Liquidity, Debt, and the Four Horsemen
Friday, 27 March, 2026
Michael Howell of GL Indexes and Capital Wars joins Ed D'Agostino to explain how global liquidity is being drained by four converging forces—central bank tightening, surging oil, a rising dollar, and spiking bond volatility—just as a massive wall of COVID-era debt comes due for refinancing. He makes the case that the bull market is likely over, the traditional 60/40 portfolio is breaking down, and where investors should be looking.
