They kicked the can into July, but it was there for all to see. Here’s what it means for your investment strategy. Subscribers, click here…
Liquidity Trader Complete
Reports on the Fed and Treasury, Primary Dealers, real time Federal tax collections, foreign central banks, US banking system, European banking system, and other factors that affect market liquidity. Resulting market strategy recommendations. 8 reports each month. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.
Liquidity Trader - Macro Liquidity- Fed and Banking
Stupidity, Greed, and Recklessness Drive Surging Loan Growth
by Lee Adler •
Loan growth is red hot. And it’s all based on speculation. But lenders act as if there’s no risk in all these new loans. Here’s the proof, and what it means. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall…
Liquidity Trader - Macro Liquidity- Fed and Banking
Wake Up! The Fed Is About to Play a Huge Joke on You
by Lee Adler •
The joke is on Wall Street, investors, and yes, the Fed itself. But you will be prepared to take advantage because you read this report. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall Street. So if you want to…
Lee's Free Thinking, Liquidity Trader - US Government Revenues, Liquidity Trader Complete
June Federal Tax Data Already Showed that Econ Consensus Was Wrong
by Lee Adler •
June Federal tax data showed that the market rationale for the rallies in stocks and bonds was just plain wrong. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall Street. So if you want to know the direction of the…
Liquidity Trader - US Treasury Market Trend Supply and Demand
Primary Dealer Positions Are Off The Charts DANGEROUS
by Lee Adler •
Primary Dealers continue to hold historically massive net long fixed income positions. They have purchased those positions using debt, resulting in huge increases in leverage. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall Street. So if you want to…
Liquidity Trader - US Treasury Market Trend Supply and Demand
Everything Looks Great When the US Treasury Pumps Cash Into the Market
by Lee Adler •
The US Treasury continues to pay down T-Bills. That puts cash back into the accounts of the dealers and investors that had held the securities…
Liquidity Trader - US Treasury Market Trend Supply and Demand
We Knew the Treasury Paydowns Would Be Bullish, But What Now?
by Lee Adler •
Last month in the Treasury Supply update (May 16) I wrote that the debt ceiling would continue to force the Treasury to pay down debt, short term T-bills in particular. I said that the paydowns “will continue until the end of Q2. That’s bullish for bonds, and possibly for stocks.” Follow the money. Find the…
Liquidity Trader - US Government Revenues
Federal Budget Data is a Bad News-Bad News Story
by Lee Adler •
Tax collections were strong in May except for a dip that coincided with the Nonfarm Payrolls survey. Here’s why that’s unequivocally bad news for the markets and why you need to get ready for a delayed shock reaction. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates,…
Liquidity Trader - Macro Liquidity- Fed and Banking, Liquidity Trader Complete
Short Term Positive Liquidity, Long Term Scary
by Lee Adler •
The Composite Liquidity Indicator remains near a record extreme, and that’s scary. Here’s what you need to know. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall Street. So if you want to know the direction of the next big…
Liquidity Trader - US Government Revenues, Liquidity Trader Complete
Federal Tax Collections Data for May Says Beware of Jobs Surprise
by Lee Adler •
Federal tax collections data, including withholding taxes and excise taxes, suggest jobs and other economic data for May will surprise the market. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall Street. So if you want to know the direction…
Don't want to subscribe? Support the Wall Street Examiner and get 1 or more Lee Adler's Liquidity Trader reports each month. Click the button below to see your options.
Become a Patron!