BREKING 🚨

Global central bank balance sheets remain massive and concentrated, signaling continued liquidity dominance by major economies despite tightening narratives.

Key takeaways:

🇪🇺 Euro Area leads, confirming Europe’s heavy reliance on balance-sheet tools

🇨🇳 China stays structurally strong, supporting long-term RMB and gold strategy

🇺🇸 U.S. remains dominant, but high assets = limited room for policy mistakes

🇯🇵 Japan still ultra-dependent on monetary support

Smaller nations quietly building buffers as global risk rises

Market impact:

$ENSO benefits from macro liquidity shifts

$NOM aligns with long-term monetary instability themes

$ZKC gains from capital rotation and hedging narratives

Bottom line:

Big balance sheets aren’t shrinking — they’re the hidden engine behind markets. Liquidity still rules. 👀💧