Liquidity Cycle Framework

Liquidity Cycle Framework defines the structural phases of liquidity expansion and contraction across global markets. It integrates central bank balance sheets, credit creation trends, dollar funding conditions, and capital velocity metrics. The framework identifies inflection points where liquidity shifts begin influencing asset pricing. Regional divergence in liquidity regimes is systematically evaluated. Historical liquidity cycles are used for structural comparison rather than prediction. The objective is to determine whether markets are operating under accelerating, peaking, or restrictive liquidity conditions.