Erik Townsend and Patrick Ceresna welcome Michael Howell to MacroVoices. Erik and Michael discuss:
- Gold Liquidity Cycle Overview
- Impact of President Trump’s Trade Policies
- 2025 Outlook & Liquidity Conditions
- Debt Maturity Wall & US Policy Uncertainties
- US Bond Market & Term Premium
Download the podcast transcript: [Click Here]
We strongly recommend that you download the chart book that accompanies this episode, as Erik and Michael will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s)
Click here to register or login for access to supporting materials.
Founded in 1996 by Michael Howell, CrossBorder developed a reputation as an independent investment advisory and macro research firm specialised in the monitoring of Global Liquidity Flows.
In 2010, CrossBorder started managing systematic fixed income specialised mandates and in 2016 systematic currency specialised mandates.
October 2023, CrossBorder Capital entered into an agreement with Insch Kintore Ltd and launched the CrossBorder Kintore AMC that makes available the Kintore XAU/FX Strategy.
