“.. Widest gap btwn volume and liquidity that I have ever seen in my career.”
- Goldman desk
- Goldman desk
April 7, 2025 at 4:02 PM
“.. Widest gap btwn volume and liquidity that I have ever seen in my career.”
- Goldman desk
- Goldman desk
2. Banks are preparing for an outflow of deposits caused by Trump's threat to impose sanctions
3. The liquidity deficit is caused by the payment of taxes on July 25-28, and a short-term liquidity gap.
2/
3. The liquidity deficit is caused by the payment of taxes on July 25-28, and a short-term liquidity gap.
2/
July 29, 2025 at 2:21 PM
2. Banks are preparing for an outflow of deposits caused by Trump's threat to impose sanctions
3. The liquidity deficit is caused by the payment of taxes on July 25-28, and a short-term liquidity gap.
2/
3. The liquidity deficit is caused by the payment of taxes on July 25-28, and a short-term liquidity gap.
2/
This is +500-600%
And budget revenues have grown by 50-60% over 2 years
And then there should be a liquidity gap. This means the Ministry of Finance will stop fulfilling its previously assumed obligations. Then - bankruptcy - collapse - default!
3/3
And budget revenues have grown by 50-60% over 2 years
And then there should be a liquidity gap. This means the Ministry of Finance will stop fulfilling its previously assumed obligations. Then - bankruptcy - collapse - default!
3/3
December 10, 2024 at 11:16 AM
This is +500-600%
And budget revenues have grown by 50-60% over 2 years
And then there should be a liquidity gap. This means the Ministry of Finance will stop fulfilling its previously assumed obligations. Then - bankruptcy - collapse - default!
3/3
And budget revenues have grown by 50-60% over 2 years
And then there should be a liquidity gap. This means the Ministry of Finance will stop fulfilling its previously assumed obligations. Then - bankruptcy - collapse - default!
3/3
There is currently a 3.6%pt gap between consumers’ 1-year inflation expectations and 1y inflation swaps, among the widest on record.
All the other gaps this big have occurred amid out-and-out liquidity crises.
All the other gaps this big have occurred amid out-and-out liquidity crises.
April 11, 2025 at 2:08 PM
There is currently a 3.6%pt gap between consumers’ 1-year inflation expectations and 1y inflation swaps, among the widest on record.
All the other gaps this big have occurred amid out-and-out liquidity crises.
All the other gaps this big have occurred amid out-and-out liquidity crises.
Ukraine has submitted a record $162 billion budget for 2027.
Finance Minister warned of a possible liquidity crisis before year-end, citing a $27 billion defense funding gap, a $1.6 billion tax shortfall and $32.6 billion in financing being negotiated with partners.
www.kyivpost.com/post/84749
Finance Minister warned of a possible liquidity crisis before year-end, citing a $27 billion defense funding gap, a $1.6 billion tax shortfall and $32.6 billion in financing being negotiated with partners.
www.kyivpost.com/post/84749
Ukraine's $162 Billion War Budget Heads to Parliament, Marchenko Warns of Liquidity Strain
Finance Minister Serhiy Marchenko presented Ukraine's record 2027 budget to parliament, warning of a year-end cash crunch and a $32.6 billion financing gap for 2027.
www.kyivpost.com
September 17, 2026 at 12:58 PM
Ukraine has submitted a record $162 billion budget for 2027.
Finance Minister warned of a possible liquidity crisis before year-end, citing a $27 billion defense funding gap, a $1.6 billion tax shortfall and $32.6 billion in financing being negotiated with partners.
www.kyivpost.com/post/84749
Finance Minister warned of a possible liquidity crisis before year-end, citing a $27 billion defense funding gap, a $1.6 billion tax shortfall and $32.6 billion in financing being negotiated with partners.
www.kyivpost.com/post/84749
We should not tax income. We should tax the accumulation of wealth, and close the gap between collateral and liquidity. (a person who has collateral to borrow tens or hundreds of millions but who doesn't have liquid assets should not be exempt from taxation)
September 20, 2026 at 3:30 PM
We should not tax income. We should tax the accumulation of wealth, and close the gap between collateral and liquidity. (a person who has collateral to borrow tens or hundreds of millions but who doesn't have liquid assets should not be exempt from taxation)
Intelligence is the next asset class.
But without a liquidity layer, it doesn’t move.
Data alone isn’t enough, it needs to be queryable, governed, and economically active for agents.
That’s the gap we’re solving at Inflectiv.
Read full article here: x.com/inflectivAI/...
But without a liquidity layer, it doesn’t move.
Data alone isn’t enough, it needs to be queryable, governed, and economically active for agents.
That’s the gap we’re solving at Inflectiv.
Read full article here: x.com/inflectivAI/...
April 1, 2026 at 11:40 AM
Intelligence is the next asset class.
But without a liquidity layer, it doesn’t move.
Data alone isn’t enough, it needs to be queryable, governed, and economically active for agents.
That’s the gap we’re solving at Inflectiv.
Read full article here: x.com/inflectivAI/...
But without a liquidity layer, it doesn’t move.
Data alone isn’t enough, it needs to be queryable, governed, and economically active for agents.
That’s the gap we’re solving at Inflectiv.
Read full article here: x.com/inflectivAI/...
tight gap tight hole wide wide open liquidity event 2026
December 25, 2025 at 4:41 AM
tight gap tight hole wide wide open liquidity event 2026
Blimey 😦 just reading the Athletic article on the finances at West Ham and the liquidity gap. Sounds like they are in big big trouble. The Porno Dwarf strikes again.
May 24, 2026 at 9:38 PM
Blimey 😦 just reading the Athletic article on the finances at West Ham and the liquidity gap. Sounds like they are in big big trouble. The Porno Dwarf strikes again.
Anthropic may have closed the revenue gap on OpenAI. Here's what it means for their IPOs reut.rs/4vkDip2
Anthropic may have closed the revenue gap on OpenAI. Here's what it means for their IPOs
The timing is starting to crystallize for a trio of mega-IPOs, and for those hoping to get some liquidity out of other AI companies going public, there may not be enough investor appetite to go around this year.
reut.rs
April 9, 2026 at 1:40 AM
Anthropic may have closed the revenue gap on OpenAI. Here's what it means for their IPOs reut.rs/4vkDip2
Ok. So if I’m reading this right, Federal Treasury deposits are providing the bulk of liquidity, meaning they haven’t paid their expenses incurred yet.
The Central Bank will have to create money to plug the gap. This is so sus.
Also, Dom.RF chair abruptly resigned today.
frankmedia.ru/189874
The Central Bank will have to create money to plug the gap. This is so sus.
Also, Dom.RF chair abruptly resigned today.
frankmedia.ru/189874
frankmedia.ru
January 16, 2025 at 10:15 PM
Ok. So if I’m reading this right, Federal Treasury deposits are providing the bulk of liquidity, meaning they haven’t paid their expenses incurred yet.
The Central Bank will have to create money to plug the gap. This is so sus.
Also, Dom.RF chair abruptly resigned today.
frankmedia.ru/189874
The Central Bank will have to create money to plug the gap. This is so sus.
Also, Dom.RF chair abruptly resigned today.
frankmedia.ru/189874
Exactly. Liquidity looks abundant until everyone needs the exit at the same time. That’s why we’re watching the gap between resilient equities and still-weak bonds and real estate.
September 28, 2026 at 12:23 PM
Exactly. Liquidity looks abundant until everyone needs the exit at the same time. That’s why we’re watching the gap between resilient equities and still-weak bonds and real estate.
Gotta take liquidity preference seriously in these markets - cash buffers can quickly get eroded and forced selling relatively illiquid assets can either cause pricing to gap out even more aggressively and/or force you into negative selection bias (people sell what they can; left holding dogs).
March 6, 2026 at 2:02 PM
Gotta take liquidity preference seriously in these markets - cash buffers can quickly get eroded and forced selling relatively illiquid assets can either cause pricing to gap out even more aggressively and/or force you into negative selection bias (people sell what they can; left holding dogs).
Liquidity up. $BTC down.
The gap is widening.
The gap is widening.
February 2, 2026 at 5:07 PM
Liquidity up. $BTC down.
The gap is widening.
The gap is widening.
KOSPI demand zone mitigated on weekly and daily. A cluster of lows near 6,000 looks like a liquidity trap — a gap sits right there too. That level likely gets swept before any recovery can hold. dashboard.tradingsuite.io/bs
October 3, 2026 at 6:45 AM
KOSPI demand zone mitigated on weekly and daily. A cluster of lows near 6,000 looks like a liquidity trap — a gap sits right there too. That level likely gets swept before any recovery can hold. dashboard.tradingsuite.io/bs
The gloom about the London market is overdone
https://www.ft.com/content/e1c4e384-728b-4845-bbb2-acaf41d75a0c
https://www.ft.com/content/e1c4e384-728b-4845-bbb2-acaf41d75a0c
The gloom about the London market is overdone
Stripping out US tech giants significantly reduces the liquidity gap between London and New York stock exchanges
www.ft.com
November 28, 2024 at 9:26 AM
The gloom about the London market is overdone
https://www.ft.com/content/e1c4e384-728b-4845-bbb2-acaf41d75a0c
https://www.ft.com/content/e1c4e384-728b-4845-bbb2-acaf41d75a0c
2/3 For #billionaires, wealth is liquidity itself: untaxed billions, endlessly #compounding, deployed to buy the very #homes others cannot sell. Thus the gap is wider than the graphs admit, and the danger greater than the establishment economists concede.
September 25, 2025 at 1:35 PM
2/3 For #billionaires, wealth is liquidity itself: untaxed billions, endlessly #compounding, deployed to buy the very #homes others cannot sell. Thus the gap is wider than the graphs admit, and the danger greater than the establishment economists concede.
Yes, Jan & Feb is going to be a liquidity air gap. No issue.
December 29, 2024 at 7:05 PM
Yes, Jan & Feb is going to be a liquidity air gap. No issue.
there is gap and heavy cost on the investment regulations between both if worked to minimiz tht gap in adopt the free zone trade even in north irland and other araeas . they would make hub supply chain between both or even in transit through UK that solve the liquidity and costs heavy
September 30, 2026 at 4:19 PM
there is gap and heavy cost on the investment regulations between both if worked to minimiz tht gap in adopt the free zone trade even in north irland and other araeas . they would make hub supply chain between both or even in transit through UK that solve the liquidity and costs heavy
Agathe Sadeghi, Dingyue Liu, Ciamac Moallemi, Xin Wan, Brian Zhu: Not All LPs Are Equal: The Active-Passive Gap in Automated Market Maker Liquidity Provision https://arxiv.org/abs/2609.37963 https://arxiv.org/pdf/2609.37963 https://arxiv.org/html/2609.37963
September 30, 2026 at 7:02 AM
Agathe Sadeghi, Dingyue Liu, Ciamac Moallemi, Xin Wan, Brian Zhu: Not All LPs Are Equal: The Active-Passive Gap in Automated Market Maker Liquidity Provision https://arxiv.org/abs/2609.37963 https://arxiv.org/pdf/2609.37963 https://arxiv.org/html/2609.37963
Food for thought!
"Rethinking banks’ liquidity requirements" by Rodrigo Coelho and Fernando Restoy
"This paper proposes a framework that bridges the gap between regulatory liquidity requirements and central bank support."
www.bis.org/fsi/fsibrief...
"Rethinking banks’ liquidity requirements" by Rodrigo Coelho and Fernando Restoy
"This paper proposes a framework that bridges the gap between regulatory liquidity requirements and central bank support."
www.bis.org/fsi/fsibrief...
May 20, 2025 at 3:42 PM
Food for thought!
"Rethinking banks’ liquidity requirements" by Rodrigo Coelho and Fernando Restoy
"This paper proposes a framework that bridges the gap between regulatory liquidity requirements and central bank support."
www.bis.org/fsi/fsibrief...
"Rethinking banks’ liquidity requirements" by Rodrigo Coelho and Fernando Restoy
"This paper proposes a framework that bridges the gap between regulatory liquidity requirements and central bank support."
www.bis.org/fsi/fsibrief...
3/3 ... effectively monetising stress and adding ruble-liquidity, with more inflation and FX-risk down the road.
I am quite sure there will be big repo based spikes in Nov or December to close the liquidity gap. RU FX devaluation and more inflation are coming in 2026 + less oil revenues in Russia.
I am quite sure there will be big repo based spikes in Nov or December to close the liquidity gap. RU FX devaluation and more inflation are coming in 2026 + less oil revenues in Russia.
December 9, 2025 at 7:55 AM
3/3 ... effectively monetising stress and adding ruble-liquidity, with more inflation and FX-risk down the road.
I am quite sure there will be big repo based spikes in Nov or December to close the liquidity gap. RU FX devaluation and more inflation are coming in 2026 + less oil revenues in Russia.
I am quite sure there will be big repo based spikes in Nov or December to close the liquidity gap. RU FX devaluation and more inflation are coming in 2026 + less oil revenues in Russia.
Hex Trust is bridging the gap for institutional #XRP holders with Wrapped XRP (WXRP). This regulated, 1:1 backed asset unlocks DeFi productivity across #Ethereum and Solana, allowing institutions to earn yield while maintaining secure, insured custody. A major win for XRP liquidity!
March 27, 2026 at 12:14 AM
