🔥 M2 just hit $23 TRILLION for the first time ever.
May alone? +$248B — biggest monthly jump since May 2021.
YTD? +$700B — fastest pace in 5 years.
Last time this happened we got the biggest bull run in modern history across equities, real estate, and crypto.
The logic is dead simple: more money floating around = assets go up. Liquidity finds a home, and it pushes prices.
But here's the twist — Fed's supposedly tightening, rates are high, printer's "off"... so how is M2 exploding?
Because the Fed isn't the only money printer. Government spending and debt inject liquidity too. So while Powell talks hawkish, the system's still getting flooded from the back door.
Now the real question: does this wave of liquidity pump assets like 2020, or does inflation eat it before it hits risk-on?
Either way, liquidity is king. And right now, it's flowing.
May alone? +$248B — biggest monthly jump since May 2021.
YTD? +$700B — fastest pace in 5 years.
Last time this happened we got the biggest bull run in modern history across equities, real estate, and crypto.
The logic is dead simple: more money floating around = assets go up. Liquidity finds a home, and it pushes prices.
But here's the twist — Fed's supposedly tightening, rates are high, printer's "off"... so how is M2 exploding?
Because the Fed isn't the only money printer. Government spending and debt inject liquidity too. So while Powell talks hawkish, the system's still getting flooded from the back door.
Now the real question: does this wave of liquidity pump assets like 2020, or does inflation eat it before it hits risk-on?
Either way, liquidity is king. And right now, it's flowing.