Macro Liquidity Pro Trader

Analysis of the major forces of macro liquidity that drive markets. Click here to subscribe. Subscribers, click the post headline to access reports.

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…

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).  Bank loans and US money supply continue to soar as banks lend more, and cash created by the BoJ and ECB flows into the US markets and US banks. The credit…

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. The Fed has committed to “normalize” its balance sheet. While…