Treasury will start injecting liquidity within 2-3 days. JP Morgan expects nearly $300B in liquidity injection by mid-December.

  • Short-term: The injections happening now (Nov. 12–26) are adding reserves to the system, easing funding stress.
  • Medium-term: Combined with the Fed’s decision to end QT on Dec. 1, these flows align with JPMorgan’s ~$300B projection.
  • Markets: Liquidity injections often stabilize equities and lower short‑term yields, especially after heavy selling.

https://am.jpmorgan.com/us/en/asset-management/liq/insights/liquidity-insights/updates/2025-investment-outlook-for-us-global-liquidity-investors/