I have been warning for months that once the debt ceiling was lifted the money markets would tighten dramatically. It’s happening. Here’s a rundown of…
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.
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Liquidity Trader - Macro Liquidity- Fed and Banking
Fed Balance Sheet Says The Fat Lady Has Sung
by Lee Adler • • 0 Comments
Normalization is dead. And that, ladies and gentlemen, is all she wrote. A little bit of Fed POMO won’t be enough to save the bond market, or stocks for that matter.
Liquidity Trader - US Treasury Market Trend Supply and Demand
Treasury Game Over… Again
by Lee Adler • • 0 Comments
The trend is your friend, and the Fed has gone soft. And traders know it. But there may be trouble in Primary Dealer Bond Land.
Liquidity Trader - US Treasury Market Trend Supply and Demand
Permanently High Plateau Bond Market Miracle
by Lee Adler • • 0 Comments
The Treasury has been pounding the market with supply since the debt ceiling was lifted in early August. Yet stock and bond markets have both rallied. 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…
Liquidity Trader - US Government Revenues, Liquidity Trader Complete
Who’s Paying to Suppress Jobs Number as Withholding Tax Collections Soar?
by Lee Adler • • 0 Comments
Withholding taxes soared for most of August, far in excess of indicated jobs growth. But the Treasury hasn’t even started to rebuild its cash account. Here’s what that means.
Liquidity Trader - US Treasury Market Trend Supply and Demand, Must Read
First They Fall Asleep
by Lee Adler • • 0 Comments
The Treasury and the Fed are colluding to boil the bond investor frogs on a sunny sidewalk.
Gold and Mining Stocks Trader, Liquidity Trader - Macro Liquidity- Fed and Banking, Liquidity Trader - US Government Revenues, Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete, Technical Trader
Hurricane Dorian Publication Note
by Lee Adler • • 0 Comments
One thing I learned years ago as a Florida resident running an online business is that I don’t want to stick around to see if…
Liquidity Trader - Macro Liquidity- Fed and Banking
Stock Market Still Historically Overbought Vs. Macro Liquidity
by Lee Adler • • 0 Comments
In July we saw that the market was at a record overbought extreme versus liquidity. I warned then that the bullishness we saw earlier this summer would be short lived. The market has corrected a bit. This report shows why that warning remains as applicable as ever. Follow the money. Find the profits!Liquidity is money.…
Liquidity Trader - US Government Revenues
Still No Sign of Recession in Current Federal Tax Data
by Lee Adler • • 0 Comments
Our purpose here is to examine Federal revenues and spending for any sign that the Fed would have any justification for a policy move. And…
Liquidity Trader - Macro Liquidity- Fed and Banking, Must Read
Danger! Speculative Debt Financing Has Driven The Rally
by Lee Adler • • 0 Comments
The uptrend is particularly hot in loans to non bank financial institutions. That is composed largely of margin and repo loans. It’s clear that this borrowing has been a prime driver of the rallies in stocks and bonds. Live by leverage, die by leverage.
The data shows that the end is nigh.