🚨$SENT Central banks are expanding money supply again while telling you policy is still tight.
Across the six largest economies, the data is moving in the same direction at the same time. $STO
- China is at $49.96T and up 2.73% this month
- Europe is at $19.4T up 2.71%,
- US is at $22.67T up 1%
- Germany and the UK are already at new highs, with Japan being the only major economy still recovering.$D
When you combine all of this, global M2 is now pushing to new highs again.
This is the same liquidity setup that has driven every major market cycle.
M2 is simply the total money in the system. When it expands, more capital enters financial markets and starts chasing the same set of assets, which pushes prices higher.
When it contracts, liquidity is removed and assets reprice lower. This relationship has already played out very clearly over the last few years.
In 2020 and 2021, M2 expanded aggressively, and that period led to a broad rally across stocks, crypto and real estate.