M2 money supply just surged $113B in August to a record $23.41T.
Up 5.7% year-over-year—the fastest pace since May 2022. That's three straight months of accelerating growth.
2026 average: $136B/month
2025 average: $72B/month
That's an 89% jump in the pace of money creation.
More liquidity usually means more risk appetite. Markets tend to follow the money supply with a lag. If this keeps up, we could see renewed pressure on inflation expectations and a shift in how the Fed thinks about rate cuts.
Watch how this flows into equities, commodities, and currency exchange dynamics over the next few months.
Up 5.7% year-over-year—the fastest pace since May 2022. That's three straight months of accelerating growth.
2026 average: $136B/month
2025 average: $72B/month
That's an 89% jump in the pace of money creation.
More liquidity usually means more risk appetite. Markets tend to follow the money supply with a lag. If this keeps up, we could see renewed pressure on inflation expectations and a shift in how the Fed thinks about rate cuts.
Watch how this flows into equities, commodities, and currency exchange dynamics over the next few months.
