Liquidity is a crucial yet often overlooked factor influencing financial markets, with cyclical flows impacting everything from stocks to cryptocurrencies and the broader economy. Key drivers of ...

Top weighted stocks in the S&P 500 have strong price appreciation over global liquidity cycle bull runs. My case study shows price appreciation and fair value appreciation are significantly correlated ...

Discover how to assess a company's liquidity through working capital and the cash conversion cycle. Understand key metrics ...

Global liquidity is drying up and this has bearish implications for stocks. CrossBorder Capital strategist thinks a sustained downturn is beginning and that gold and commodities are the best way to ...

Central banks support markets or institutions because doing so will help them meet their mandate with regard to the maintenance of price and financial stability. During crises, central banks expand ...

Quantitative tightening is over and balance sheets are growing again, but cycle theory and adoption concerns still cloud ...

“The panic of ‘22 showed that much like in TradFi, liquidity and solvency are intimately bound up with each other,” said Cycles’ Ethan Buckman. The fallout from the 2022 crypto bear market still ...

The current economic landscape, driven by the recent 50bps cut from the FED & China’s aggressive stimulus and global liquidity injections, suggests a significant bullish impulse in the Bitcoin and ...

The global liquidity cycle — best described as the flow of funds through world financial markets — is drying up and this is bearish for equities, says a veteran strategist. “We’ve been in a bit of a ...