🧵 Part One: Why is the super cycle talk starting to emerge?



In 1999
The Federal Reserve raised interest rates by 175 basis points
Yet the market continued its ascent to the 2000 peak.

Today?
The scenario is completely reversed.
Markets are pricing in a 150 basis point rate cut before the end of 2026.
But only three quarters were cut, totaling 0.75%.

Instead of withdrawing liquidity...
Injecting liquidity.

If the risk appetite of 1999 repeats
But with decreasing interest rates?
We are not talking about a repeat of history
We are talking about an enhanced version.

And precisely here
Why the super cycle talk is starting to emerge.

❤️ Engage with scientific tweets, and avoid randomness 🔄
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