ARSENAL > Velocity of money

Velocity of money

Macro
Definition
How fast each dollar in the money supply changes hands annually. Equals nominal GDP divided by M2. Falls during deleveraging and confidence shocks; rises in inflationary environments.

Has been in a multi-decade decline (from ~2.0 in 1997 to ~1.4 in 2024). The Fed's post-2008 reserve buildup massively expanded M2 without proportional GDP gain — most of the new money sat as bank reserves.
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