Hi, I’m Robert Hawkins.
For most of my thirty years as an independent investor, I knew that global liquidity was one of the most important factors in assessing whether market conditions were favourable or not. What I didn't know was how to measure it, where to find the right data, or how to translate it into something I could actually act on.
That gap bothered me for a long time. Eventually I went looking for answers — researching the frameworks used by professional macro investors, identifying the specific data series that matter, and working out how to interpret what they were saying about current conditions.
The Liquidity Report is the result of that research. Each month it delivers a single, clear assessment of where global liquidity stands and what that has historically meant for technology and innovation-driven markets — in plain language, without the complexity.
It is a concise monthly briefing, not an in-depth research journal. If you have ever felt that liquidity should be informing your thinking but didn't know how to make that practical, this publication is built for you.
