Treasury Supply and Demand Pro Trader

Analysis of new Treasury supply and major demand market segments to estimate market liquidity impacts for bonds and stocks. Available to subscribers to the weekly Treasury Supply and Demand Weekly. Click here to subscribe. Subscribers, click the post headline to access reports.

Light Treasury Supply and Money Printing ContinueTo Keep Markets Bid

The US Treasury continues to reduce. Light net new supply met Fed MBS purchase settlements last week, helping to keep a bid under both stocks and bonds. Meanwhile banks have been selling or redeeming Treasuries, boosting their cash levels after the big Treasury paydowns in June. The message the data is sending remains consistent with…

Light Treasury Supply is Boosting Liquidity Available For “Risk Back On” Trade

The US Treasury continues to reduce supply. Light net new supply meets Fed MBS purchase settlements this week. Meanwhile banks have been selling or redeeming Treasuries, boosting their cash levels after the big Treasury paydowns in June. Primary Dealers are steadily reducing bond positions and Foreign Central Banks have converted some of their Treasury holdings…

Treasury Yield Forms Massive Potential Base Pattern

The recent surge in the 10 year yield has reconfirmed the uptrend that began off the February low. The top of an 8 month wide reverse head and shoulders pattern that could be the base for a big move higher is at 2.40. Meanwhile the US dollar continues to consolidate. This report covers the outlook…

Treasury Market Keeps On Ticking On Supply Hit While Stocks Felt Their Pain

The Treasury market rallied a bit over the last week. It was helped by light supply in previous weeks, with paydowns adding cash to investor accounts, but that changed late last week. The new supply auctioned over that week began to settle on Friday with more settlements coming Monday. That was a depressant late in…