m2

2 poststagged with “m2”

MacroMar 31, 2026

Q1 2026 Macro Scorecard: The Liquidity Pivot Nobody Expected

Q1 2026: a Fed that refused to cut, a dollar that refused to weaken, and a global liquidity expansion that refused to wait for either. The quarter in full.

10 min read·q1-2026, macro, fed

MacroMar 29, 2026

Global M2 Is Expanding Again: What It Means for Bitcoin

Global M2 shows the highest correlation with Bitcoin's price among all macro variables tested. The money printer dictates the trajectory — and it's running again.

7 min read·m2, liquidity, correlation