Hello Wellington nice to see you here finally. Would be nice to invite Jafo too, his posts were always interesting. @Wellington when will you publish your next chart? It’s an interesting moment for the markets, what do you think?
Total Global Liquidity is increasing (subtle) but Momentum is declining - Markets (Crypto lags by 8-12 weeks) what ever happens there, so likely a peak end of year (blow off top) there's arguments the markets will continue in to a peak in August 2026 but i'd hazard thats after a complete reset...
Trump admin have caused too much chaos in the international plumbing... it takes time to unravel and refresh.
I'd hazard the business cycle is doing a lot better than it appears (for some) but not all (50% good/bad economy).
Also Trump admin keeps referring to 20 Trillion injected into the US, but these things will take 3 yrs (i.e after him) to have material impact (aside from the build-outs will generate income for working/middle-class) but mainstreet getting wealthy doesn't help wallstreet (speculation) as thats done on monetary debasement, whereas Trump is concentrating on Fiscal debasement (i.e inflationary - but supportive of his base) but suspect that this restrictive monetary debasement process will have outsized impact on the market(s) as they are starved of liquidity in a 10 trillion $ debt roll year (hence reset)
They're a company that pays companies for data and then compile, the data is from Crossborder Capital, guy behind it was at Solomon Brothers and this was his job to track/trade.
They're a company that pays companies for data and then compile, the data is from Crossborder Capital, guy behind it was at Solomon Brothers and this was his job to track/trade.
Are you asking where to access the charts, or the source/complication of the data to come up with the charts?
I’m asking where the liquidity comes from, given that the U.S. is actually tightening money supply. Which countries and why the US is taking a different direction. Thanks
