REMINDER 🚨
🇺🇸 Treasury will start injecting liquidity within 2-3 days.
JP Morgan expects nearly $300B in liquidity injection by mid-December. pic.twitter.com/pj07nhcyC5
— Ash Crypto (@AshCrypto) November 14, 2025
very ugly premarkets
3 reasons it seems like the wind is getting taken out:
– no data transparency from October
– crypto de-leveraging
– AI capex trade fearslast Friday, we had the shutdown headline to reverse the pain
today, I don’t know what headline reverses it unless…
— amit (@amitisinvesting) November 14, 2025
- 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.