Here are a few of the key bullet points in this report.
- Treasury supply has been and will continue to be relatively light. There will be enough cash coming from the Fed’s Treasury purchases and huge settlement of MBS purchases this week to absorb all new supply and then some.
- Settlement of the fiscal cliff removed a temporary psychological blockage to deployment of that cash, lifting stocks. The debt ceiling may play a similar role as we get closer to the deadline.
- With sentiment possibly shifting away from bonds, the freed up liquidity could flow toward equities.
Table of Contents
Treasury Auctions 3
Week Just Completed 4
Week Ahead 5
Treasury Auction Takedowns By Investor Class 6
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
Click here to download complete report in pdf format (Professional Edition Subscribers) including 19 pages of charts and clear, cutting edge analysis that you can use to gain an edge in the market. Try the Professional Edition risk free for thirty days. If, within that time, you don’t find the information useful, I will give you a full refund. It’s that simple. 30 day risk free trial for new subscribers. Click here for more information.
By clicking this button, I agree to the Wall Street Examiner’s Terms of Use.
Enter your email address in the form to receive email notification when Professional Edition reports are posted.
Join the conversation and have a little fun at Capitalstool.com. If you are a new visitor to the Stool, please register and join in! To post your observations and charts, and snide, but good-natured, comments, click here to register. Be sure to respond to the confirmation email which is sent instantly. If not in your inbox, check your spam filter.
