PRESENTED BY MOBY: Global Liquidity Hits Record Highs of Nearly $175 Trillion

Global liquidity is on the rise. Last week, it slowly climbed $1.13 trillion, pushing the total to an unprecedented $174.67 trillion, marking a new all-time high. This influx of capital into the global financial system indicates an overall increase in access to capital across international markets and an approving nod for risk-on assets, including equities and high-yield bonds.

With more capital available, global markets could see some momentum in stock markets, especially in sectors sensitive to economic growth, which bodes well for the U.S. and global economies as increased liquidity can fuel economic expansion and boost investor confidence.

If global liquidity continues to rise, financial markets may strengthen further, with equities likely continuing their upward trajectory. A persistent increase in liquidity would likely lead to lower borrowing costs and stimulate economic activity, but it would also raise concerns about asset bubbles and financial stability.

Get the full insights into how global liquidity highs might affect the future portfolio management with Moby. {Click Here}

Today's Talk Your Book is sponsored by Calamos Investments:

On today's show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss investing in the small-cap space. 

On today’s show, we discuss:

• Navigating profitable and unprofitable small-cap stocks

• Calamos' favorite small-cap sectors

• Fighting macro headwinds within small caps

• Why this asset class has flown under the radar over the past decade

• Understanding the relationship between price and fundamental momentum

• The popularity of small-cap investing

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