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.

Support the Wall Street Examiner! Choose your level of support to receive a free proprietary report as my thanks. Click the button below to see your options. Become a Patron!

Party Over – To Print Or Not To Print, That Is the Question Now

Thanks to the government shutdown (GSD) the Treasury had a few extra shekels lying around this month, and it used those to pay down T-bills. That cash flowed back into the accounts of dealers and investors who held the bills. Enough of them used that cash to buy stocks to foment a meltup. Now that the…

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…

Treasury Supply And A Pound of Flesh

The Treasury supply catastrophe has taken its pound of flesh from the stock market since our last report in November. The liquidation of stocks has sent some cash cascading into the long term Treasury market, pushing yields down. But is that bullish for bonds? Follow the money. Find the profits!Liquidity is money. Regardless of where…

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,…

What You Should Do Next As Red Tide Engulfs and Fouls The Markets

Demand for Treasuries at the regular auctions has risen by slightly more than the increase in new issuance lately. But yields continue to trend higher because selling in the secondary market has outstripped demand. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to…

Hurricane Michael Heads For Wall Street, Get Out Before It’s Too Late

Treasury supply continues to bulge, thanks to the yawning Federal budget defecate, and the fact that the Treasury must raise $30 billion per month to repay the Fed, which is demanding the money back that it lent to the US Government under QE. A tidal wave of supply is set to inundate Wall Street. This…

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…