Crossborder/ GLI
Crossborder/ GLI
Crossborder/ GLI avatar

Crossborder/ GLI

Sign up

GL Indexes/ CrossBorder Capital London-based Research Group specializing in tracking Global Liquidity and Capital Flows

42Posts
12Comments
0%Best ROI
joined

Joined on 19th January 2026

•
location

London, UK

Crossborder/ GLI
2 weeks agoPublic Post
WEEKLY GLOBAL LIQUIDITY UPDATE Global Liquidity increased to US$194.87 trillion in the latest data. The 3-month annualised growth rate slowed further to 2.7% 12-month growth remained at 6.2% Latest data show that headline liquidity has reached a new high at US$194.87 trillion , supported by PBoC liquidity injections, still low volatility, firm collateral values and a weaker US dollar but curbed by weakening Fed liquidity and ongoing ECB and BoJ QT. Annual growth remained steady at 6.2% , while short-term momentum weakened further, with the 3-month annualised growth rate slowing to 2.7% . This suggests that while overall liquidity conditions remain highly supportive, the pace of expansion continues to moderate. Weak Shadow Monetary Base growth confirms that underlying liquidity creation has stalled. Global Liquidity (US$ Trillions) Latest level: US$194.87T (↑ from US$194.44T last week; ↑ from US$194.08T two weeks ago) 12-month growth: 6.2% (unchanged from 6.2% last week; unchanged fr ... see more
WEEKLY GLOBAL LIQUIDITY UPDATE Global Liquidity increased to US$194.87 trillion in the latest data. The 3-month annualised growth rate slowed further to 2.7% 12-month growth remained at 6.2% Latest data show that headline liquidity has reached a new high at US$194.87 trillion , supported by PBoC liquidity injections, still low volatility, firm collateral values and a weaker US dollar but curbed by weakening Fed liquidity and ongoing ECB and BoJ QT. Annual growth remained steady at&...WEEKLY GLOBAL LIQUIDITY UPDATE Global Liquidity increased to US$194.87 trillion in the latest data. The 3-month annualised growth rate slowed further to 2.7% 12-month growth remained at 6.2% Latest data show that headline liquidity has reached a new high at US$194.87 trillion , supported by PBoC liquidity injections, still low volatility, firm collateral values and a weaker US dollar but curbed by weakening Fed liquidity and ongoing ECB and BoJ QT. Annual growth remained steady at&...WEEKLY GLOBAL LIQUIDITY UPDATE Global Liquidity increased to US$194.87 trillion in the latest data. The 3-month annualised growth rate slowed further to 2.7% 12-month growth remained at 6.2% Latest data show that headline liquidity has reached a new high at US$194.87 trillion , supported by PBoC liquidity injections, still low volatility, firm collateral values and a weaker US dollar but curbed by weakening Fed liquidity and ongoing ECB and BoJ QT. Annual growth remained steady at&...
Crossborder/ GLI
Jul 28, 2026Public Post
WEEKLY LIQUIDITY UPDATE Global Liquidity Update Global Liquidity slipped to US$193.62 trillion in the latest data. The 3-month annualised growth rate eased to 6.5% 12-month growth moderated to 5.7% Latest data confirm that headline liquidity has hit a plateau at near-record highs. Both short-term and annual growth rates continue to decline, indicating a clear moderation in liquidity momentum. Collateral dynamics remain supportive but are likely moderating as evidenced by lower bond values and a slight rise in volatility. Underlying liquidity creation as measured by the Shadow Monetary Base (SMB) is weakening, despite renewed support from the PBoC. Nominal SMB has slipped below year-ago levels and short-term momentum remains negative. Global Liquidity (US$ Trillions) Latest level: US$193.62T (↓ from US$193.80T last week; ↓ from US$194.04T two weeks ago) 12-month growth: 5.7% (↓ from 6.3% last week; ↓ from 7.0% two weeks ago) 3-month annualised growth: 6.5% (↓ from 10.3% last week; ↓ ... see more
WEEKLY LIQUIDITY UPDATE Global Liquidity Update Global Liquidity slipped to US$193.62 trillion in the latest data. The 3-month annualised growth rate eased to 6.5% 12-month growth moderated to 5.7% Latest data confirm that headline liquidity has hit a plateau at near-record highs. Both short-term and annual growth rates continue to decline, indicating a clear moderation in liquidity momentum. Collateral dynamics remain supportive but are likely moderating as evidenced by lower bond values and a sligh...WEEKLY LIQUIDITY UPDATE Global Liquidity Update Global Liquidity slipped to US$193.62 trillion in the latest data. The 3-month annualised growth rate eased to 6.5% 12-month growth moderated to 5.7% Latest data confirm that headline liquidity has hit a plateau at near-record highs. Both short-term and annual growth rates continue to decline, indicating a clear moderation in liquidity momentum. Collateral dynamics remain supportive but are likely moderating as evidenced by lower bond values and a sligh...WEEKLY LIQUIDITY UPDATE Global Liquidity Update Global Liquidity slipped to US$193.62 trillion in the latest data. The 3-month annualised growth rate eased to 6.5% 12-month growth moderated to 5.7% Latest data confirm that headline liquidity has hit a plateau at near-record highs. Both short-term and annual growth rates continue to decline, indicating a clear moderation in liquidity momentum. Collateral dynamics remain supportive but are likely moderating as evidenced by lower bond values and a sligh...
Crossborder/ GLI
Jun 24, 2026Public Post
The latest FX forecast still favours EUR , but the breakdown matters: the signal is being driven by trend, valuation, and regime , not by carry. GBP also remains constructive, though its support comes more from regime and valuation than from a fully aligned factor set. SEK and SGD continue to screen positively, with trend a key driver in both. In contrast, CAD remains soft on weak regime and valuation , while JPY is still being held back primarily by carry . In EM, ZAR stands out on strong carry and trend , and KRW remains constructive thanks to a strong trend signal despite negative carry.
The latest FX forecast still favours EUR , but the breakdown matters: the signal is being driven by trend, valuation, and regime , not by carry. GBP also remains constructive, though its support comes more from regime and valuation than from a fully aligned factor set. SEK and SGD continue to screen positively, with trend a key driver in both. In contrast, CAD remains soft on weak regime and valuation , while JPY is still being held back primarily by carry . In EM, ZAR stands out on strong carry and trend , and KRW remains constructive thanks to a strong trend signal despite negative carry.