๐จ Deutsche Bank Signals Possible QE Return in Q1 2026 โ Why It Matters
Deutsche Bank is floating a serious macro signal: the Fed could bring back Quantitative Easing as early as Q1 2026.
If that happens, it wouldnโt be a small policy tweak โ it would confirm a full shift in the global liquidity cycle.
After years of rate hikes, tightening, and balance sheet reduction, pressure is building.
Growth is slowing, debt servicing costs are climbing, and financial conditions are getting harder to sustain.
Historically, this is the exact environment where central banks pivot.
QE isnโt just about โmoney printing.โ
Itโs about injecting liquidity, stabilizing markets, and pushing down long-term yields.
When liquidity expands, capital doesnโt sit in cash โ it looks for returns.
Hereโs how it usually plays out ๐
โข Bonds move first
โข Equities follow
โข Crypto & high-beta assets move last โ but fastest
Every major crypto bull cycle has followed some form of monetary easing.
2020 wasnโt an exception โ it was a blueprint.
If QE really returns in Q1 2026, then 2025 is likely the accumulation phase, not the celebration phase.
Markets donโt wait for official announcements โ they front-run liquidity.
This also puts recent crypto underperformance into perspective.
Weak price action doesnโt mean the thesis is broken.
More often, it means the cycle simply hasnโt flipped yet.
๐ก Liquidity drives narratives โ not the other way around.
#Macro
#QE #LiquidityCycle #Crypto #Bitcoin
#Markets #Write2Earn