šØ $48T MACRO SHOCK FROM CHINA ā THIS IS A STRUCTURAL SIGNAL, NOT HYPE šš£
China has just sent a clear macro message to global markets:
š M2 money supply has surged to nearly $48 TRILLION USD ā more than double the U.S. level, and still accelerating.
š„ Why this matters:
Liquidity of this magnitude never stays trapped in spreadsheets. It migrates into hard, real-world assets as purchasing power seeks protection:
Gold & Silver šŖ
Copper & industrial metals ā”
Broad commodities š¾
š§ The silver pressure point:
~4.4B ounces tied up in paper shorts
Global annual mine supply: ~800M ounces
Thatās ~550% of yearly supply sold short ā a structural imbalance that cannot be sustainably covered.
ā ļø What this signals:
Ongoing currency debasement šø
Quiet but persistent central bank accumulation š¦
Exploding industrial demand (EVs, solar, electrification) ā”
Rising paper leverage vs. physical supply deficits š
This isnāt about a short-term spike. Itās macro pressure building beneath the surface. When real assets finally reprice, history shows it happens fast, not gradually.
š Stay alert. Cycles tend to fracture silentlyā¦ until they donāt.
#MacroEconomics #ChinaWatch #CommoditiesCycle #GoldandSilver #GlobalMarkets
