Riding the Liquidity Wave

How Global Liquidity Surges Impact Risk Assets, Hard Assets, and Everyday Life

In the recent week, two key charts have emerged that paint a revealing picture of the global liquidity landscape. These charts—one from CrossBorder Capital and another shared on X by Aurelien Ohayon—show how global liquidity is at a turning point, poised for a potential breakout that could have massive implications for asset prices, investor behavior, and even everyday affordability.

Let’s break down what these liquidity shifts mean for various parts of the financial and social world.