1 TRILLION LIQUIDITY SHOCK IS COMING 36 days That’s how long the U.S. government has been shut down the longest in history But the part no one’s talking about When Washington shuts down, spending halts Salaries Defense contracts Infrastructure payout Everything freezes But the cash doesn’t vanish It piles up inside the Treasury General Account (TGA) at the Fed And that account now holds almost 1 trillion in idle money the second-highest since Covid stimulus When the shutdown ends, that dam bursts That’s weeks of backlogged spending federal paychecks, contractor invoices, defense budgets all hitting the economy at once In 2020, a smaller TGA drawdown unleashed one of the biggest liquidity waves in modern history This time It’s bigger Global liquidity is already rising Fed halts QT on Dec 1 Global M2 ticking higher ETFs pulling billions into risk assets When the Treasury starts spending again, liquidity flows out of the Fed and into the banking system Reserves rise Credit loosens Markets breathe again It’s equivalent of a 1T cannon aimed at financial markets and if history repeats might be ignition point for next risk rally liquidity spring is rising up When it releases, you’ll want to be positioned before it hits(Justin Wu)