Global Liquidity Expected to Improve by 2026, Says Delphi Digital

According to Foresight News, Delphi Digital has released its '2026 Market Outlook' report, highlighting a shift in the global macroeconomic environment from divergence to convergence. The report notes that major central banks have begun to lower interest rates, while fiscal deficits are driving an increased demand for liquidity. As the Federal Reserve's quantitative tightening nears its end, the U.S. Treasury's general account may decline, and the People's Bank of China is expected to enhance its support, leading to an anticipated improvement in global liquidity by 2026. The report also suggests that while the market may not experience the same level of liquidity as in 2020, conditions are now more conducive to a clearer and more predictable easing pace. It is expected that major central bank policies will start to align, with deficit spending driving greater debt monetization. Furthermore, the report indicates that global M2 money supply and gold prices have reached new highs, with central banks continuing to purchase gold, signaling a persistent trend of currency depreciation. Historically, gold and liquidity indicators have often preceded Bitcoin, suggesting that assets like Bitcoin could benefit from these trends.