Global money supply ‘through the roof’, hitting $142 trillion in September
Global broad money supply reached a record $142 trillion in September, driven by China, the EU, and the U.S., signaling potential future Quantitative Easing.Summary
The global broad money supply surged to a record $142 trillion as of September, marking a 6.7% year-on-year increase, primarily fueled by China, the EU, and the U.S. This expansion, which represents a 446% growth since 2000, has macro investors closely watching liquidity conditions. Adding to this, New York Fed President John Williams indicated that Quantitative Tightening (QT) could end soon, with the central bank prepared to restart asset purchases (Quantitative Easing or QE) once reserve levels are deemed ample, potentially as early as Q1 2026. Analysts suggest this impending liquidity flood positions risk assets, particularly Bitcoin and the crypto market, well to absorb the next wave of capital seeking yield away from stagnating traditional assets. Despite current market pessimism, seasoned macro traders argue that the structural backdrop of massive money supply growth and central bank pivots sets the stage for a speculative surge in digital assets.
(Source：CryptoSlate)