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.

Here’s Why Overloaded Dealers Will Weigh On The Bond and Stock Markets

Treasury demand trends have looked bullish in the short run, but they’re just laying the seeds of that, “Bullish? Not so much!” hangover. 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…

Here’s Why You Shouldn’t Buy Bonds Despite Bullish Signs on Their Charts

Longer term Treasuries began to rally in early November and that rally has continued, fueled largely by the big liquidation of stocks over the past couple of months. There’s no sign yet of any real easing of tightening conditions in the money market. The uptrend in short term rates is intact. But there are bullish…

As Fed Balance Sheet and Interest Rates “Normalize,” So Too Must Inflated Asset Bubble Prices

Macroliquidity has stopped growing and is on the verge of contraction. Meanwhile, world central bank liquidity has been in a declining trend since the second quarter of 2018. Bear markets commenced around the world then. The US lagged, but is quickly catching up. With the trends in place, not only will the Fed normalize its…

Why We Need To Keep An Eye on Those Paragons of Market Timing

Those paragons of market timing (not), the US commercial banks, have massively increased their buying of Treasuries. This report tells you what this means for the market, and gives you a strategy to take advantage of it and let you sleep like a baby. Follow the money. Find the profits!Liquidity is money. Regardless of where…

Wall Street’s Misinterpretation of Powell’s Remarks Didn’t Fool The Money Market

On Wednesday, November 28, stock traders interpreted remarks by Fed Chairman Powell to mean that there would be fewer rate increases than originally expected. Stocks exploded higher. But the money market wasn’t fooled. Here’s what it means for your money, and what you should do about it. Follow the money. Find the profits!Liquidity is money.…

Here’s Why The Treasury Deluge Should Keep You Up At Night, But Profit You If You Play It Right

The supply catastrophe in the Treasury market caused by the Trump Regime’s disastrous fiscal policy goes on, with no end in sight. If you’re long stocks, you should be afraid, very afraid. Or you could take advantage instead. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates,…

Don't want to subscribe? Support the Wall Street Examiner and get 1 or more Lee Adler's Liquidity Trader reports each month. Click the button below to see your options.

Become a Patron!