Liquidity Trader – US Government Revenues

Analysis of real time Federal revenues as they signal economic activity and likely changes in Treasury supply. Resulting market strategy recommendations. 8 reports each month. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.

Here’s Why April Federal Tax Collection Surge Bodes Ill For Stocks and Bonds

Tax collections surged in April on a massive gain in individual non-withheld income taxes.  On the other hand, social security taxes, which weren’t impacted by tax law changes, showed no gain on an inflation adjusted basis. Here’s what that means for your investments. Follow the money. Find the profits!Liquidity is money. Regardless of where in…

Here’s Why Federal Revenues Falling In April Is Bad News for Your Portfolio

Withholding tax collections continued their decline in the month ended April 30, reflecting the impact of the new tax law. As a result, we should continue to expect increases in Treasury supply to pound the market every month.  Here’s how this works and  what  it means for the market. Follow the money. Find the profits!Liquidity…

US Treasury Spent $114 Billion in the Last Two Weeks To Boost Stocks, But Watch Out Now!

The CBO (Congressional Budget Office) confirmed it in a report issued April 9. It projects massive and growing deficits for the next 8 years. That’s stimulative for the economy but bad news for the stock market, which  the Treasury just goosed to the  tune of $114 billion. Here’s the story, and why it’s ultimately bearish. Follow…

Here’s What Plunging Tax Collections Mean for the Markets

Tax collections fell slightly year to year in February. The IRS published new withholding schedules early in the month and employers began adjusting withholding tax collections. 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…

Federal Tax Collections Still Strong Enough to Keep Fed on Tightening Path Despite Market Selloff

Tax collections rose year to year in January, despite the tax cut taking effect. That means that US economic growth will continue to be hot enough to encourage the Fed to continue Quantitative Tightening and ignore market weakness. Here’s what you need to know. Follow the money. Find the profits!Liquidity is money. Regardless of where…

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