Excess Liquidity Problem With Sentiment Turning Away From Treasuries- Could Stocks Melt Up? Professional Edition

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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Lee Adler

I’ve been publishing The Wall Street Examiner and its predecessor since October 2000. I also provide analysis and charts for David Stockman's Contra Corner which I developed for Mr. Stockman. I’ve had a wide variety of finance related jobs in the past 44 years, including a stint on Wall Street in both analytical and sales capacities. Prior to starting the Wall Street Examiner I worked as a commercial real estate appraiser in Florida for 15 years. I also worked in the residential mortgage and real estate businesses in parts of the 1970s and 80s. I have been charting stocks and markets and doing analytical work since I was a teenager. My perspective is not of the Ivory Tower. It is from having my boots on the ground and in the trenches of the industries that I analyze and write about today. 

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