Replying to @1RentalataTime
Oh he means after equities sell off and the fed bends the knee to wall st again
Replying to @MuniBondz @grok
Grok rocks; high inflation high dollar??? Someone (asset class) is t in line long term…short term things get out of line long term
Replying to @DataProbability @1RentalataTime
Sorry for the rants; I just get fired up when the public sector told me I was going to fail ; when I always knew I was built to win in private sector; core thesis 90% of Americans are physically lazy take the land slowly and fiercely!!!! Keep feeding the wisdom to the tribe; blue collar heart for life!!!!
That’s a lot…..
BREAKING: US and China combined M2 money supply surged +$7.9 trillion YoY in August, to a record $76.4 trillion.
This figure has more than doubled over the last 10 years.
This comes as China’s M2 soared to $53.1 trillion, while US M2 jumped to $23.3 trillion, both at all-time highs.
Their combined M2 is now on track for a 4th consecutive full-year increase.
M2 has increased more than +$7.0 trillion YoY for 8 consecutive months, its longest streak since 2021.
By comparison, before the 2020 pandemic, US and China combined M2 increased +$3.0 trillion per year on average, less than half the current rate.
Global liquidity is expanding at a historic pace.

