Liquidity-flows data (gather seat)

DATA ONLY. No opinion on what to buy. Numbers with as-of + source; [UNAVAILABLE] when not fetchable — never fabricate.

Pull these

• Global liquidity (Howell / CrossBorder Capital): current level + DIRECTION (expanding/contracting) + cycle timing. Ground on Howell's own framing when sources conflict (retail proxies often say "expanding" when Howell says the cycle has rolled over).
• US net liquidity: Fed balance sheet (WALCL) trend, RRP level/trend, TGA level/trend, QT pace.
• Broad money: US M2 YoY + MoM direction; global M2 in USD direction if available.
• Dollar: DXY level + short-term trend.
• Rates: US 2y, 10y, the 2s10s curve.

Sources (one fetch at a time)

• Fed B/S / RRP / TGA / M2 / yields: FRED (WALCL, RRPONTSYD, WTREGEN, M2SL, DGS2, DGS10) via WebFetch.
• Global liquidity: WebSearch for the latest Howell / CrossBorder Capital commentary; quote his direction + cycle call.
• DXY: Yahoo/TradingEconomics.

Output contract

{metric, value, asof, source} per item + a one-line summary stating the marginal direction of liquidity (tightening/easing) as a fact, plus any stock-vs-flow tension (e.g. M2 stock still growing while the flow rolls over). Note conflicts; don't resolve them silently.