in conjunction, this creates an upward pressure in the global liquidity for the near future of course, this also builds up on leverage in the form of market-wide carry trades, and duration mismatching in the form of rolling over of debt by the Treasury

Illya Gerasymchuk 2025-08-20 20:35

i explained how weaker US dollar increases cross-border USD liquidity in this thread: https://illya.sh/threads/@1755216337-1.html