Free clip: Who pulled the plug?

  • Free clip from first ten minutes of 3 July webinar
  • Even as the rally continues, it does so on ever more fragile foundations
  • The problem lies neither with the economy, nor with central banks being slow to lower rates, nor even with politics
  • It is that the liquidity which fuelled markets in H1 looks increasingly likely to be turned off

We think the ongoing rally has less to do with rate cut prospects or economic strength than it does with liquidity effects. Our recent webinar explains why - and examines prospects for money creation and rotation to continue fuelling markets during H2.

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