Liquidity Trader Pro Complete

Reports on the Fed and Treasury, primary dealers, foreign central banks, money market and mutual fund flows, and other factors that affect market liquidity. Includes all reports from Federal Revenues Pro Trader, Macroliquidity Pro Trader, and Treasury Supply and Demand Pro Trader. Click here to subscribe. Subscribers, click the post headline to access reports.

Bears Can’t Catch A Break On The Liquidity Front

Negative rates in Europe and Japan and a growing maelstrom in Europe continue to drive foreign capital to the US. This has put the US bond market in a position to break out and possibly drive yields even lower. It has also driven a recurring bid for US stocks that shows up any time a…

Capital Flees Europe to US Markets and Banks

Virtually nothing has changed since the last update, other than an uptick in current US GDP for the second quarter. When economic data releases begin to reflect this next month, the market reaction should be negative as traders conclude, correctly, that the Fed will tighten. Markets top out when the news is good, because that is, in fact, when the Fed turns the screws.