The Kobeissi Letter(@KobeissiLetter):BREAKING: US M2 money supply jumped +$124.9 billion in August, to a record $23.34 trillion. This marks the 28th consecutive monthly increase, totaling +$2.61 trillion. YoY, M2 grew +5.7%, its largest YoY increase since June 2022. This marks a sharp acceleration from +2.0% YoY growth seen in August 2024. Meanwhile, since the 2020 pandemic, M2 money supply has surged +$7.85 trillion, equivalent to +$1.21 trillion on average per year, or +6.5% annualized growth. US money creation is picking up speed.

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The Kobeissi Letter@KobeissiLetter

2026.09.23 17:08

BREAKING: US M2 money supply jumped +$124.9 billion in August, to a record $23.34 trillion. This marks the 28th consecutive monthly increase, totaling +$2.61 trillion. YoY, M2 grew +5.7%, its largest YoY increase since June 2022. This marks a sharp acceleration from +2.0% YoY growth seen in August 2024. Meanwhile, since the 2020 pandemic, M2 money supply has surged +$7.85 trillion, equivalent to +$1.21 trillion on average per year, or +6.5% annualized growth. US money creation is picking up speed.