Liquidity Trader – Macro Liquidity- Fed and Banking

Analysis of the major forces of macro liquidity that drive markets, including the Fed, foreign central banks, and the US and European banking systems. Resulting market strategy recommendations. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.

US Bank Deposits Have Soared While Europe’s Sank Since ECB Started QE

The Fed’s balance sheet was little changed last week as there were no MBS paydowns, nor purchase settlements. There were no term deposits offered and RRPs outstanding were little changed. 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.…

What You Must Know About Fed Minutes And Emanations From Jackson’s Hole

Composite Liquidity Indicator

This post is an excerpt from the Pro Trader and Monthly Investor MacroLiquidity report. Subscriber links are below the text. 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…

If You Doubted The Central Bankers’ Brave New World, You Were Right

Ben Bernanke and his cohort central bankers built a Brave New World (SOMA, SOMA, SOMA!) where central bank money printing would boost stock prices and the wealth created would trickle down to workers and cause a booming economy. If you doubted that, you are now seeing proof that maybe this world was a little bit…

Macroliquidity Breaks Out To New High, Will Stocks Follow?

The Composite Liquidity Indicator surged to a new high, breaking the high set in January as the Fed settled MBS purchases last week. Stock prices have mimicked the rangebound pattern of the indicator this year. They have yet to follow the breakout, but that could be coming. Follow the money. Find the profits!Liquidity is money.…

Watch This Amazing Chart Show Fed Funds Disappear In A Raging Credit Bubble

Interbank Fed Funds and RRP

This is an excerpt from part 2 of the weekly MacroLiquidity Report for Macroliquidity Pro Trader and Macroliquidity Monthly Investor subscribers (subscriber download links).  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…

Forces Of Macroliquidity Rose Slightly Last Week

The Composite Liquidity Indicator has been virtually flat in recent weeks, barely edging higher to challenge the high set in January. Stock prices have mimicked the rangebound pattern. Download this report to view summaries and charts of the performance of the indicator and its components, along with tracking the balance sheets of the Fed, ECB,…

Will A Bear Market By Proxy Roll Out of China?

Macro Liquidity

The Composite Liquidity Indicator has been flat in recent weeks as it skirts the high set in January. Stock prices have mimicked that rangebound pattern with a temporary blip to the downside interjected last week.  The index is moving toward its 39 week moving average. Follow the money. Find the profits!Liquidity is money. Regardless of…