ROADSHOWS: Senior Semiconductor Analyst - Kevin Cassidy /Rosenblatt Securities   •   London   09 - 10 Dec 25      

Outlook For 2026: It All Goes Wrong? Financial Crisis and Rising Inflation

GL Indexes

Thu 11 Dec 2025 - 16:30 GMT / 11:30 EST

Topics

Global Liquidity Cycle, in upswing since October 2022, is showing signs of faltering

US shifting from ‘Fed QE’ to ‘Treasury QE’ helped by stablecoin revolution

This step towards greater ‘monetization’ means inflation

More liquidity for Main Street real economy implies less liquidity for Wall Street