The Kobeissi Letter
The Kobeissi Letter|Nov 08, 2026 22:35
BREAKING: US M2 money supply jumped +$113 billion in August, to a record $23.41 trillion. YoY, M2 grew +5.7%, its largest YoY increase since May 2022. This also marks the 3rd consecutive month of accelerating growth. So far in 2026, M2 has risen by an average of +$136 billion per month. This is 89% above the average monthly growth of +$72 billion recorded throughout 2025. US money creation is gaining momentum.
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