Macro

Liquidity Still Refuses To Die

2026-05-08

Every pullback keeps getting bought.

That usually tells you liquidity is still too loose.

The market talks about tightening while fiscal spending continues leaking into the system almost everywhere.

Investors keep waiting for a clean recession signal.

Instead, asset prices continue floating higher because excess liquidity still has nowhere else to go.

Most people focus too much on headlines.

Liquidity conditions matter more.

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