Reduced Treasury Supply, Massive Liquidity Inflows, Misreported Economic Data, All Bullish – Professional Edition

Massive misreporting and misreading of economic data to look worse than it is, combined with the Cyprus crisis and fears over the next domino to fall in Europe are driving both US domestic and foreign capital into the Treasury market, with the 10 year Treasury breaking support at 1.80 and heading for a retest of the 1.50 area.

The market will have the most bullish liquidity conditions of the year until the end of the month. In addition to the massive settlement of Fed purchases of MBS at mid month, April 15-18 will also see the paydown of $58 billion in Treasury debt, putting cash back into the pockets of the holders of that paper, including Primary Dealers. There will be record amounts of liquidity to fuel the markets until the end of the month. News flow will help decide which market benefits most. Treasuries should get the lion’s share.

Table of Contents
Treasury Auctions
Week Just Completed
Week Ahead
Treasury Auction Takedowns By Investor Class
Primary Dealer Trading
Bond Fund Flows
Bank Purchases Of Treasuries
Federal Government Cash Flows
10 Year Treasury Yield
US($) Dolor Index

Click here to download complete report in pdf format (Professional Edition Subscribers)
including 33 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.

3 month subscription to the Wall Street Examiner Professional Edition, Money-Liquidity-Real Estate package, renewing automatically unless canceled.

Price: $89.00

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.

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. 

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.