$NIL
Sudden SpikeSnapshot Window: 2026-07-20 10:20 UTC · ← Back to Crypto Overview
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LIQUIDITY LENS: CẢNH BÁO TỪ MICHAEL HOWELL — THỊ TRƯỜNG GẦN ĐIỂM NGUY HIỂM Howell nói rằng thấu kính của ông là thanh khoản, và ông đã tập trung vào điều này suốt ba thập kỷ. Quan điểm xương sống của ông: tiền di chuyển thị trường, kinh tế là hạ [Spoken audio]: and I'm sure are eager to hear from you today. But for those who are not familiar with your work, who may be joining us for the first time, tell us a little bit about what you do and your view of the world and markets. Okay, let me kick off by saying that our lens is liquidity. That's been our focus for probably three decades now. Our view is that money moves markets. Economics is downstream of markets and geopolitics is downstream of economics. So basically it all begins with the liquidity cycle and that's what we put most emphasis on. We track liquidity flows through financial markets and I stress that difference between liquidity in the financial economy and liquidity in, generally in the real economy, they're two very, very different things. So we're looking fundamentally at liquidity in the financial markets, that flow, that's driving asset markets and we basically collect data intensively from about 90 financial systems worldwide, clearly some of those are less important than others, but we pretty much cover the waterfront. And we're looking at granular data. So we collect about 30 data series per country. And we've just basically launched in the last nine months a system where we can do that on a much more granular basis. In fact, high frequency daily data. So there's a lot of numbers that go into these calculations. Mike, I've been following your work for years since I've been at Real Vision. do a very granular job of going through that data. You've got some decks prepared for us today, some charts for us to look at. Let's jump in and take a look. Yeah, sure. I mean, the first slide is probably the sort of centerpiece of what we do, which is looking at the global liquidity cycle. You can see what's going on maybe visually here. The black line is a measure of the momentum. And let's trust them.