“currently How expects global liquidity to peak somewhere around the third quarter of 2025”Coin Bureau, relaying another source: Interest rates will rise
Said on May 30, 2025, at 6:20 in the video.
The window it was checked over
Federal funds target range, upper limit: Federal Reserve Board via FRED, figures as first published. The shaded span is the window the call was checked over; grey bands are recessions.
Result at every window
All windows are shown, so none is pickedSomebody else's forecast — not scored
What was said around it
howell's GLI specifically tracks liquidity by measuring the short-term liabilities of banks and shadow banks as well as cash flows from households and corporations put simply the GLI directly captures how much money is actually flowing through the private financial sector giving a clearer realworld view of global liquidity conditions and what makes Howell's indicator particularly valuable is its impressive predictive track record as his research has consistently managed to forecast major liquiditydriven market shifts months ahead of time currently How expects global liquidity to peak somewhere around the third quarter of 2025 which uh as it so happens lines up closely with many predictions for this cycle top sometime later this year and if you're curious to see what we're expecting for 2025 then be sure to check out our dedicated video on that right over here i digress in practice though the best strategy isn't just picking one indicator and running with it instead experienced investors tend to cross reference multiple sources for instance if global M2 is rising the GLI is rising and other analysts you trust say Julian Pitt from Real Vision or Ben Cowan
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
More on Interest rates
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Jul 28, 2026 · after 1 year
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“Either way, it looks like yields are going to go up.”
Jun 5, 2026 · after 1 year
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“the government's just going to print more money while keeping interest rates as low as they possibly can.”
Jun 1, 2026 · after 1 year
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“the Congressional Budget Office now projects interest will reach $2.1 trillion a year by 2036,”
Jun 1, 2026
Andrei JikhInterest rateswill rise
“But it is especially bad when the riskfree rate, meaning what you can get today from a government bond is sitting at above 5%. It's probably going higher.”
May 26, 2026 · after 1 year