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.

When Will The Fed Resume QE?

Shrinking Treasury Supply

This is an excerpt from the Liquidity Trader Pro Treasury Supply and Demand Report. Subscriber download links to complete report below.   Primary Dealers were sellers last week in both the coupons and the futures as they continued to hold larger long positions in Treasury coupons than they have for several years. Conversely, their long…

Record Light Treasury Supply, But How Long Will That Last?

Treasuries rallied last week, helped by light supply and increases in buying by Primary Dealers, commercial banks, and foreign central banks. Primary dealer Treasury coupon positions reached their highest net long level since April 2014. The upturns in bank buying and FCB buying in recent weeks had appeared to signal that they were entering the…

Markets Could Get Boost from Light Treasury Supply As Bank and Foreign Central Bank Demand Pick Up

The US Treasury completed the settlement of  its biggest slug of supply in a while on Thursday and Friday, and the markets yawned. Stocks saw minor pressure. Bonds were firm, as they have been for the past 2 weeks. Download this report to learn what may be behind that and what to look for in…

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…