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. Includes all reports from Federal Revenues Pro Trader, Macroliquidity Pro Trader, and Treasury Supply and Demand Pro Trader. 8 reports each month. Click here to subscribe. Subscribers, click the post headline to access reports.

October Federal Withholding Tax Collection Plunge Casts Suspicion on Jobs Data

Withholding tax collections fell in October. The weakening trend since the tax cut resumed after a brief respite in September. That has all kinds of implications. Here’s what they are, and what they mean to the markets and your investments. Liquidity Moves Markets – Follow The Money!Liquidity is money. Regardless of where in the world…

Here’s Why ECB Declaring Victory, Taking Its Money Home Is Bad News for US Stocks

What little banking system growth there was in Europe has stalled. The data tells a chilling story that’s terrible news for the US stock market. This report explains why and what it means for your portfolio. Liquidity Moves Markets – Follow The Money!Liquidity is money. Regardless of where in the world that money originates, eventually…

What You Should Do Next As Red Tide Engulfs and Fouls The Markets

Demand for Treasuries at the regular auctions has risen by slightly more than the increase in new issuance lately. But yields continue to trend higher because selling in the secondary market has outstripped demand. Liquidity Moves Markets – Follow The Money!Liquidity is money. Regardless of where in the world that money originates, eventually it flows…

Here’s Why Mixed Current Federal Tax Data Has Clear Message- Watch Out!

The stabilization of withholding taxes, along with rising excise taxes suggest that top line economic data will continue to show increases. Here’s how we know, and what that means for your portfolio. Liquidity Moves Markets – Follow The Money!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and…

Warning Signs Grow as Macro Liquidity Continues To Shrink

Stocks have extended their rally in the face of flattening macro liquidity. That has brought them to a record overextension versus liquidity, even more extended than they were at the January market peak. Here’s what this means for the stock market. Liquidity Moves Markets – Follow The Money!Liquidity is money. Regardless of where in the…

LINK CORRECTED – Here’s Why Weak Demand for Treasuries Means Doom for Both Bonds and Stocks

Demand for Treasuries is insufficient to prevent the coming bond market catastrophe. Liquidity Moves Markets – Follow The Money!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 moves in stocks and bonds,…