Inflation fears return money flood reignites pressure…
📈 U.S. M2 Money Supply Hits Record $21.9 Trillion in May 2025
The U.S. M2 money supply—comprising cash, checking deposits, and other liquid assets—rose to a record $21.94 trillion (seasonally adjusted) in May 2025, up 4.5% year-over-year. Although below the long-term average… pic.twitter.com/Qb7iuJnj11
— Econovis (@econovisuals) June 30, 2025
🚨 Fed Liquidity Spike Alert 🚨
🔸 Overnight repo jumped 11,000% to $11B overnight
🔸 Discount Window use surged in June — highest since SVB
🔸 Repo operations + emergency lending = liquidity flood
🔸 Why? Stress is back — and Wall St. knows it
All the details below https://t.co/cGX734Ba8F pic.twitter.com/m8DLDSbL2Q
— The Coastal Journal (@1CoastalJournal) June 30, 2025
Gold was up +24% in H1.
The S&P was up +5% in dollar terms.
That means in real money terms, the S&P 500 was down -15% in the first half of the year.
Don’t let currency debasement and inflation trick you into thinking anything otherwise.
— Spencer Hakimian (@SpencerHakimian) July 1, 2025
It's all relative chart! While the S&P 500 Index is close to a record high in US dollar terms, in euro, the index is down 11% from its peak in February.
The euro has reached its highest level since September 2021, which hurts euro-denominated investors.
In the long term, I… pic.twitter.com/tOtuI7CGfN
— jeroen blokland (@jsblokland) July 1, 2025