Gold Says Oil Is Heading to $250: The Liquidity Signal Nobody's Watching

Описание: Michael Howell, CEO of CrossBorder Capital, returns to to Verified Market Insiders to break down what global liquidity cycles are really signaling beneath the surface of today's volatile markets — and why the picture looks very different from the headlines.

In this episode, Michael explains why 2026 is shaping up as a year where a strong economy and weak financial markets can coexist, how the yield curve's unexpected flattening reflects a slow-building risk-off shift, and why the MOVE index — not Fed funds rate — may now be the single most important number to watch.

He also unpacks the gold-oil ratio and what a 20:1 historical relationship could mean for commodity prices ahead, why China's liquidity pause is creating an air pocket in gold, and how the Treasury's growing role in monetary policy is quietly reshaping the entire system.

Key topics covered:

-Why liquidity is tightening even without Fed action
-The yield curve flattening most investors missed
-How collateral volatility drives global credit creation
-China's debt deflation playbook and what it means for gold
-The gold-oil ratio and the case for much higher commodity prices
-Treasury buybacks as a volatility management tool
-What 2027 could look like if this cycle plays out as expected

(Note: This video was re-uploaded in order to include a chart that Michael references around the 5:25 mark. We regret the error!)

Verified Market Insiders features in-depth conversations with institutional investors, economists, and market strategists navigating today's complex financial landscape.

More about Michael Howell: http://www.crossbordercapital.com/abo...

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