Dollar and Bitcoin signal global liquidity shifts
China liquidity expansion supports global risk assets
US credit growth rises as deregulation boosts liquidity
US liquidity drop drives volatility as conditions may soon stabilise
Gold rises as dollar supply expands and debasement trend continues
Central banks boost gold holdings as reserve share remains low with room to grow
Gold ETF demand rises, with Chinese buying surging and nearing exhaustion
Gold outperforms stocks and bonds over 10 years, with long term strength persisting