EPISODE · May 14, 2026 · 5 MIN
Where are we in the global liquidity cycle?
from The Macro Minute with Darius Dale · host 42 Macro
We dive deep into the current state of the global liquidity cycle, which has remained on a steady expansionary trend since the start of 2025. We analyze how the United States and China continue to act as the primary engines for this growth, even as a contraction in the PBOC’s balance sheet creates a notable drag on Chinese liquidity.
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The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.
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Where are we in the global liquidity cycle?
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