$200B Liquidity Shock Incoming in Q4 2025 🚨
Think this rally is big? What’s coming next could dwarf it.
US banking regulators are proposing changes to the Enhanced Supplementary Leverage Ratio easing capital buffer rules for banks.
🔓 This could free up over $200 billion in fresh liquidity.
Timing? Right as Q3 ends exactly when rate cuts are expected.
We’re talking COVID-level liquidity + rate cuts at the same time.
If that happens… markets won’t just rise they’ll go parabolic.