The liquidity valve has reopened..

Are we facing a repeat of the 2021 scenario?
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While some are still talking about "high interest rates" and "monetary tightening", current data reveals a completely different reality being quietly shaped behind the scenes.

The attached chart tells us an undeniable truth:
Global financial conditions have reached their most accommodative and easiest levels since 2021.

Let's remember for a moment..
What happened in 2020-2021?
That was the period when governments and central banks injected the largest financial stimulus in history, leading to a crazy rise in asset prices.

Today, we are returning to the same levels of "ease of money" after two years of tough tightening.
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Why does this happen?
The numbers indicate that over 90% of central banks around the world have either started to lower interest rates or have stopped raising them over the past 12 months.

We are witnessing a collective transformation (Pivot) in global monetary policy.

The world is leaving the "inflation curb" zone and entering the "growth support" zone.
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What does this mean for your wallet?
Historically, easing financial conditions acts as a "Leading Indicator" ( for the real economy.
Note in the chart how the black line precedes the financial conditions ) by about 9 months compared to the brown line ( which represents the Industrial Purchasing Managers' Index PMI ).

In other words:
The ease of financing today means a revival in factories and companies tomorrow.
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The investment rule says:
"Liquidity lifts all boats".
When money becomes cheap and available, its first destination is risky assets (stocks, crypto, commodities).

We are facing a monetary environment that we have not seen such liquidity in for years.

And now the question is for you:
Are you positioned in the right assets to receive this Liquidity?()