US money supply up 5.7% year-over-year — fastest growth since mid-2022.

The printing press is warming back up.

Reminder: more money chasing the same goods = inflation pressure. More money in the system = asset prices tend to rise. It's not complicated.

This matters for your portfolio, your mortgage rate, your grocery bill. When central banks expand supply after a pause, it usually shows up somewhere — stocks, real estate, commodities, or just everyday prices.

Watch what they do, not what they say.