AI Data Insight
The annualized quarterly growth rate of the US M2 money supply slipped to 3.59% in November, falling further from the previous reading of 3.87%, indicating that the slowing trend observed since the mid-2025 highs remains unchanged. Although the Federal Reserve has lowered interest rates to the 3.50%-3.75% range, tightening credit standards and a pervasive wait-and-see atmosphere in the market have prevented liquidity from flowing into the real economy as expected.