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

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Joined on 19th January 2026

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WEEKLY GLOBAL LIQUIDITY UPDATE


Global Liquidity increased to US$196.30 trillion in the latest data.

  • The 3-month annualised growth rate picked up to 4.5%
  • 12-month growth increased to 6.3%

Latest data show that headline liquidity has reached a new high of US$196.30 trillion, while underlying liquidity, measured by the Shadow Monetary Base, has fallen to US$107.71 trillion, the lowest level in 16 months. Favourable funding conditions continue to support headline liquidity growth, with the collateral multiplier rising to a new record high of 1.82.

 

The gap between strong headline liquidity and weak underlying liquidity has therefore widened further. We note, however, that bond market volatility, as measured by the MOVE Index, has picked up in recent days. This warrants close monitoring, as sustained higher volatility would likely increase collateral haircuts, reduce the collateral multiplier, and potentially weaken liquidity conditions.


Global Liquidity (US$ Trillions)

  • Latest level: US$196.30T
    (↑
... see more
WEEKLY GLOBAL LIQUIDITY UPDATE Global Liquidity increased to US$196.30 trillion in the latest data. The 3-month annualised growth rate picked up to 4.5% 12-month growth increased to 6.3% Latest data show that headline liquidity has reached a new high of US$196.30 trillion , while underlying liquidity, measured by the Shadow Monetary Base , has fallen to US$107.71 trillion , the lowest level in 16 months. Favourable funding conditions continue to support headline liquidity growth, with the collateral muWEEKLY GLOBAL LIQUIDITY UPDATE Global Liquidity increased to US$196.30 trillion in the latest data. The 3-month annualised growth rate picked up to 4.5% 12-month growth increased to 6.3% Latest data show that headline liquidity has reached a new high of US$196.30 trillion , while underlying liquidity, measured by the Shadow Monetary Base , has fallen to US$107.71 trillion , the lowest level in 16 months. Favourable funding conditions continue to support headline liquidity growth, with the collateral muWEEKLY GLOBAL LIQUIDITY UPDATE Global Liquidity increased to US$196.30 trillion in the latest data. The 3-month annualised growth rate picked up to 4.5% 12-month growth increased to 6.3% Latest data show that headline liquidity has reached a new high of US$196.30 trillion , while underlying liquidity, measured by the Shadow Monetary Base , has fallen to US$107.71 trillion , the lowest level in 16 months. Favourable funding conditions continue to support headline liquidity growth, with the collateral mu
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Public 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 from 6.2% two week
... 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&...