About this episode

Michael Howell discusses the reasons behind the rising markets despite changing global liquidity conditions.

Michael Howell breaks down why markets are still rising even as global liquidity starts to turn. From hidden stimulus to a booming commodity cycle, this isn’t the economy most people think it is.#gold #stockmarket #bondmarket ------------👨‍💼 Guest: Michael Howell🏢 Company: CrossBorder Capital🌎 https://capitalwars.substack.com/𝕏 @crossbordercap📅 Recording date: April 28th, 2026---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/---------------------00:00 Intro00:45 Liquidity vs markets01:50 Liquidity rolling over03:00 Why markets ignore crises05:00 Strong economy signals08:00 Inflation vs growth10:30 Hidden stimulus (Treasury QE)12:00 Commodity supercycle14:20 Gold vs oil math17:30 Why commodities surge20:00 China driving gold23:30 Gold in yuan26:00 Where liquidity is going28:30 US market support31:00 Fed + Treasury intervention33:30 What happens…

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