Kevin Kelly, CFA
Kevin Kelly, CFA

Dollar Weakness Boosts Global Liquidity

Dollar liquidity continues to support markets as we get deeper into Q1. US dollar weakness over the last few months has given a boost to global liquidity – when measured in USD – as growth in BOJ and PBOC assets has more than offset the decline in the Fed’s balance sheet. The trend in global liquidity, and its impact on the dollar, remains a key factor for markets this year.

Be sure to tune in to tomorrow’s Bull vs. Bear show where we’ll breakdown this chart (and other related trends) in more detail.

 *BOJ+PBOC Total Assets YoY% vs. DXY YoY% (Inverted)

Leave your comment...

Hmm it's quiet here.

Be the first to comment on this post!