Global Liquidity Surges to $130 Trillion, Signaling Potential Boon for Risk Assets by 2026

Global liquidity has reached an unprecedented all-time high of approximately $130 trillion, driven significantly by China's expanding money supply. This surge in available capital, coupled with easing monetary policies from major economies, is creating a supportive environment that could benefit risk assets in the coming years, with 2026 being a potential payoff period.