AI Will Fuel Inflation, And Markets Aren’t Ready | Michael Howell

Michael Howell, Managing Director at GL Indexes, warns that the global liquidity cycle is rolling over — just as AI spending, inflation pressure, Treasury stress, and China’s gold strategy are reshaping markets. In this interview with Maggie Lake, Howell explains why AI may be inflationary before it becomes deflationary, why the U.S. economy is pulling liquidity out of financial markets, and why investors may be moving from “speculation” into a more dangerous phase of the cycle. He also breaks down why he believes China is the real force driving gold, how crypto is flashing a liquidity warning, and why the Fed’s 2% inflation target may be fantasy. This is a must-watch for investors trying to understand what comes next for stocks, bonds, gold, Bitcoin, oil, and real assets as liquidity tightens and inflation risk return

Michael Howell says the global liquidity cycle is rolling over, AI may add to inflation pressure, and investors may be moving from speculation into turbulence. Is your portfolio prepared for what comes next? Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/43ghr5z

Michael Howell says investors are moving into a world of inflation pressure, liquidity stress, and growing demand for scarce real assets — from gold and energy to commodities and productive resources. Want access to exclusive real-assets research and interviews? Join Wealthion’s Real Assets Community: https://bit.ly/4ufoJRY

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