We are at the beginning of a new cycle of interest rate cuts by the central banks. It cannot be overlooked that major economies, such as the eurozone, are already in recession. I think the liquidity that will pour out of the new cycle into the markets and economies will meet a structurally weak private sector that will not absorb this money because it has been squeezed out by the state. Above all, it will further fuel the trend of cost-push inflation in the commodities sector.
Heat Map by @crossbordercap
Don't you have a higher resolution image of the first graphic?
Maybe the original post?
view on x.comIt's not very good either. I found the official report from May last year and it's a bit better.
https://wealthion.com/wp-content/uploads/2023/05/Liquidity_Howell_Presentation_Wealthion.pdf
Thanks
You're right. This time it won't be a help. The market can only be infused with life when Eurozone and other similar economies put a step forward in the direction of re-industrilisation.