CrossBorder Capital/ GLIndexes

Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data

[CrossBorder Capital/ GLIndexes @crossbordercap]

GL Indexes now supplies Global Liquidity data in all formats, building on the original CrossBorder Capital work. Watch for further announcements over coming weeks. We calculate and curate liquidity data across over 90 economies daily, weekly and monthly. Evidence our new range:

[CrossBorder Capital/ GLIndexes @crossbordercap]

Latest 'Capital Wars' Substack https://t.co/t8OF9d8BVQ

[CrossBorder Capital/ GLIndexes @crossbordercap]

Latest 'Capital Wars' Substack https://t.co/t8OF9d8BVQ

[CrossBorder Capital/ GLIndexes @crossbordercap]

Hmm looks like this really is a bearish flattening of the curve! Should confirm a 'Speculative' investment regime = high vol, low returns in risk assets? @gnoble79 @JackFarley96 @fejau_inc

[CrossBorder Capital/ GLIndexes @crossbordercap]

Hmm looks like this really is a bearish flattening of the curve! Should confirm a 'Speculative' investment regime = high vol, low returns in risk assets? @gnoble79 @JackFarley96 @fejau_inc

[CrossBorder Capital/ GLIndexes @crossbordercap]

Latest 'Capital Wars' Substack https://t.co/HgJUtVPBZR

[CrossBorder Capital/ GLIndexes @crossbordercap]

Latest 'Capital Wars' Substack https://t.co/6mV76Vm8Iz

[CrossBorder Capital/ GLIndexes @crossbordercap]

Bearish flattening US yield curve since January is not a great omen. It is typical of 'Speculation' phases in markets. Shows increasing demands for safe asset duration and a sign that #liquidity cracks appearing

[CrossBorder Capital/ GLIndexes @crossbordercap]

Latest 'Capital War' Substack https://t.co/lXSOhqxsEn

[CrossBorder Capital/ GLIndexes @crossbordercap]

I agree Another banger from @kofinas

[Ross Kaminsky @Rossputin]

This conversation between @kofinas and @MilesTaylorUSA is one of the most interesting and important things I've heard in a long time. (I highly recommend subscribing to Hidden Forces. The "second hour" of the podcasts are often absolute gems.)
https://t.co/NoUqIRQbRZ

[CrossBorder Capital/ GLIndexes @crossbordercap]

Short update 'Capital Wars' Substack on #China https://t.co/6FrDZonsUc

[CrossBorder Capital/ GLIndexes @crossbordercap]

Latest tracking of #Global #Liquidity and #BTC #ETH basket (+13 weeks)... See 'Capital Wars' Substack

[CrossBorder Capital/ GLIndexes @crossbordercap]

Latest 'Capital Wars' Substack https://t.co/fh6f5rQFfh

[CrossBorder Capital/ GLIndexes @crossbordercap]

The Marxist-Leninist theory of Central Banking? Let's ignore the markets...and pensioners!!!

[New Left EViews @NewLeftEViews]

I’d like you all to read @DanielaGabor’s piece right now.

https://t.co/ODHqy17tjP

[CrossBorder Capital/ GLIndexes @crossbordercap]

Suggests @izakaminska that Yuan far more vulnerable than many suggest. China has two exchange rates: internal and external. They appear to have over-leveraged USD. And, long-term they need internal devaluation to tackle debt problem

[Izabella Kaminska @izakaminska]

It makes perfect sense. The issue is a hard currency shortage not a yuan liquidity shortage. Based on my theory there is too much yuan liquidity underpinned by dollar substitute collateral and not enough collateral. Too much yuan liquidity is gonna put pressure on the yuan otherwise.

[CrossBorder Capital/ GLIndexes @crossbordercap]

Great episode from @adamtaggart Mike Green nails it again @profplum99 Adam Taggart | Passive Capital Flows Are All That Matter For Stocks. Are They Starting To Falter? | Mike Green on Podbean, check it out! https://t.co/7XYJvzKdsb

[CrossBorder Capital/ GLIndexes @crossbordercap]

How does this sit with latest #PBoC moves to restrict #liquidity in money markets @izakaminska ?

[Izabella Kaminska @izakaminska]

9/ Of course, this might also take the form of an explicit raid on such entities, not least because the Chinese could do with the capital transfer to itself. Via Bloomberg 👇

[George Noble @gnoble79]

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[CrossBorder Capital/ GLIndexes @crossbordercap]

Scott Bessent's new game Wacka-MOVE. Designed by Treasury for#bond 'volatility controllers', fun to plays on your equity friends.... @gnoble79 @fejau_inc @JackFarley96

[CrossBorder Capital/ GLIndexes @crossbordercap]

https://t.co/Bmj13jVrpg

[CrossBorder Capital/ GLIndexes @crossbordercap]

Major bond markets ex Japan are seeing bearish curve flattenings -- a typical late-cycle sign. Evidence the #bund. Despite rising terminal policy rates, falling 10-year term premia suggest growing demand for 'safe' assets