This isn’t a routine headline — it’s a potential liquidity shock.
Donald Trump has hinted at a possible $20 trillion capital inflow into the U.S. in a compressed time frame. Even if only a fraction of that capital materializes, the ripple effects across global markets could be enormous.
Here’s why this matters:
Liquidity doesn’t move quietly. If capital starts rotating toward the U.S., equities could see aggressive inflows, bond yields may reprice fast, and the dollar could enter a high-volatility phase. Historically, when liquidity surges, it doesn’t wait for retail confirmation — it hits risk assets first.
Stocks, crypto majors, and high-beta assets are often the earliest beneficiaries before the broader narrative becomes obvious. By the time headlines turn bullish everywhere, positioning is already crowded.
Smart money doesn’t predict — it positions early and manages risk.
These moments reward flexibility, not certainty.
Watch volume.
Watch capital flows.
And remember — liquidity leads price.
