$200B Liquidity Shock Incoming in Q4 2025 ๐จ
Think this rally is big? Whatโs coming next could dwarf it.
US banking regulators are proposing changes to the Enhanced Supplementary Leverage Ratio easing capital buffer rules for banks.
๐ This could free up over $200 billion in fresh liquidity.
Timing? Right as Q3 ends exactly when rate cuts are expected.
Weโre talking COVID-level liquidity + rate cuts at the same time.
If that happensโฆ markets wonโt just rise theyโll go parabolic.