US EditionAusbiz – the liquidity engine driving markets to new heights
Summary by ROGER MONTGOMERY
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Ausbiz – the liquidity engine driving markets to new heights
This morning i joined Juliette Saly on Ausbiz to discuss how investors should focus on central bank actions rather than rhetoric – given liquidity continues to be a key driver behind today’s market momentum. Over the past year, global liquidity has surged by around US$10 trillion, helping to fuel the dramatic rise in equities, defence stocks, and artificial intelligence (AI). But this liquidity boost may not last. As the cycle slows into 2026–27…
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