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$137 Billion Liquidity Drain Begins, And It May Mean Trouble For Stocks

By Seeking Alpha February 26, 2026 Bearish
$137 Billion Liquidity Drain Begins, And It May Mean Trouble For Stocks
Over the next four trading days, approximately $137 billion in Treasury settlements will drain liquidity from markets. Settlement days historically pressure risk assets, with equities and Bitcoin showing notable underperformance versus non-settlement days.
Over the next four trading days, approximately $137 billion in Treasury settlements will drain liquidity from markets. Settlement days historically pressure risk assets, with equities and Bitcoin showing notable underperformance versus non-settlement days.