A couple of the bullet points from this report:
• Settlement of the fiscal cliff removed a temporary psychological blockage to deployment of that cash, lifting stocks.
• New Treasury supply at mid month will total just $24 billion. Fed cash injections will nearly triple that. With sentiment possibly shifting away from bonds, that lays the groundwork for a potential meltup in equities.
Table of Contents
Treasury Auctions 3
Week Just Completed 5
Week Ahead 6
Treasury Auction Takedowns By Investor Class 9
Primary Dealer Treasury Holdings 10
Bond Fund Flows 15
Bank Holdings of Treasuries 16
Federal Revenues 18
Economic Data Schedule 26
10 Year Treasury Yield 27
US($) Dolor Index 29
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