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.

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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. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through…

Dismal Federal Tax Collections Show Just How Bad The Tax Cut WIll Be For the Stock Market

There’s evidence that the revenue loss has stabilized. But there’s no sign of growth. Here’s why that’s bad news for stocks. 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…

Bounce Back In Excise Taxes Points to Hotter Economy- Fedhead Says “Whoa!”

The data suggests that the economy has perked up from some softness in the previous 3 months. That will encourage the Fed not only to continue tightening. Not only that, but now a Fedhead has come out suggesting that policy should be even more restrictive. But will the Trump Regime employ countermeasures to boost stocks?…

Federal Tax Data Hints at Economic Slowing

Tax collections fell in June as the Trump Tax Cut continued to bite into federal revenues. The fall in tax collections combined with the rise in spending stemming from Congressional Budget Busting Agreement signed by Trump, is causing an increase in Treasury supply. Meanwhile increased debt-financed deficits have kept the US economy running hot, but…

Tax Collections Remain Weak Except At the Top – Why That’s Bad News

Federal tax revenue has cratered thanks mostly to the big reduction in corporate taxes, but withholding taxes have also been weak. Meanwhile, strength in excise taxes and non withheld individual income taxes suggest that the economy is booming in some sectors, enough to keep the Fed on its tightening course. Follow the money. Find the profits!Liquidity…

US Defecates Bigger As Tax Collections Drop Like A Stone And Spending Explodes

Tax collections fell in May thanks to the Trump Tax Cut. The budget defecate widened on that and massive spending increase under the Trump-Congress BBA (Budget Busting Agreement). 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…

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…