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The Calm Before the Liquidity Storm
After Powell’s quiet remarks in Philadelphia about ending Quantitative Tightening (QT), subtle tremors are building across the repo and collateral markets. The system is whispering before it screams — and all signs suggest the next liquidity cycle is approaching.
Published Oct 18, 2025 Article · relatedFed’s October Pivot: Liquidity Cycles, History, and the Digital Dollar Frontier
Markets now expect another 25 bps rate cut at the Fed’s Oct 28–29 meeting as unemployment rises and repo-market strains flicker. Powell signaled QT’s end is “coming into view,” Waller endorsed another cut, and Musalem said he could support one if inflation risks stay contained. This post connects those signals to the longer liquidity cycle and to where the next easing wave is headed: tokenized Treasuries, stablecoins, and programmable liquidity.
Published Oct 18, 2025 Article · relatedThe Calm Before the Liquidity Storm: QE 2026 and the Digital Evolution of Money
Federal Reserve Chair Jerome Powell’s recent comments on ending Quantitative Tightening signal that the liquidity cycle is turning again. With repo market stress quietly building, QE 2026 may arrive sooner than most expect. This time, the easing won’t just involve printed dollars — it will merge with the rise of tokenized assets, digital Treasuries, and programmable money.
Published Oct 17, 2025