US Money Supply Is Growing at Its Fastest Pace Since May 2022
As seen on the 24/7 Wall St. homepage on October 29, 2026.
Liquidity is expanding again at the fastest pace since the last inflation surge, a setup that argues against betting on a smooth glide back to 2% inflation.
RT @charliebilello: The US Money Supply grew 5.7% over the last year, the biggest YoY increase since May 2022. After a brief hiatus, money…
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US money supply growth hit 5.7% year over year as of late October 2026, matching the pace last seen in May 2022, when price pressures were still accelerating toward their peak.
Liquidity is expanding again at the fastest pace since the last inflation surge. For investors pricing in a smooth return to the Federal Reserve's 2% inflation target, that assumption now deserves a harder look.
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Money supply growth had paused before this reacceleration, which makes the rebound more significant than a simple continuation would be. A resumption after a hiatus signals that the conditions that once fed elevated inflation are reassembling.
The practical implication for portfolios is that assets priced for disinflation, including longer-duration bonds, face a headwind if this liquidity expansion translates into stickier prices. Investors should keep an eye on upcoming inflation readings to see whether the money supply signal is starting to show up in consumer prices.