Liquidity Trader – US Treasury Market Trend Supply and Demand

Analysis of new Treasury supply and major demand market segments to estimate market liquidity impacts for bonds and stocks. Resulting market strategy recommendations. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.

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. 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 the next big moves in stocks and bonds, just…

Financial Market Drama Heads For Disorderly Denouement

Commercial bank and foreign central bank buying, and the increased use of leverage by shadow banks, have driven stocks and bonds back to their 2018 highs. Here’s how that increases risk, and what to do about it. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually…

The Clock Is Ticking on Leverage Driven Demand for Bonds and Stocks

With systemic liquidity declining, the only thing driving demand for stocks and bonds is the increased use of leverage. Here’s why this is an accident waiting to happen in the bond market, that will spill over to stocks. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates,…

Here’s Why It’s Important That Stocks and Bonds Rallied Despite Tightening Liquidity

Monthly deficits have exploded since passage of the tax cut and Congressional Budget Busting Agreement. However, June was a tax collection month, padding the Treasury’s cash account. That allowed the Treasury to pay down a few T-bills in June. But there was still a big year to year increase in supply. Despite that, stocks and…

Here’s Why Any Rally In Treasuries Is Now Really Bad News For Stocks

Treasury auction demand has risen but it has not kept pace with the increase in supply over the past month. That’s a bad sign for your stock portfolio. Here are the particulars. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through…

Liquidity Noose Tightens On The Bond Market- Here’s Why Stocks Are Next

Treasury auction demand has risen along with supply recently but bond prices keep falling and yields keep rising. Why? Because buyers must liquidate bonds in the secondary market to raise the cash to buy new issues. That’s just one sign of the tightening liquidity noose that is strangling the markets. There are more. Here’s what…

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