A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest...
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Posts Tagged ‘ Treasuries ’
Rumors and Denials of Rumors
The market rallied higher once again on more rumors (some kind of unworkable bank deposit scheme: what Europe’s loan-deposit ratios look like), and denials of yesterday’s rumors (L-Pap now says Greece to say in EU, blah, blah). The second chart shows what’s involved with PIIGS banking deposits. Using hook theory, trading rumors is the modus...
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U.S. lets China bypass Wall Street for Treasury orders | Reuters
(Reuters) – China can now bypass Wall Street when buying U.S. government debt and go straight to the U.S. Treasury, in what is the Treasury’s first-ever direct relationship with a foreign government, according to documents viewed by Reuters. The relationship means the People’s Bank of China buys U.S. debt using a different method than...
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Hold on for eurobonds, JP Morgan and euro money printing to boost gold and … – Gold Seek
Gold SeekHold on for eurobonds, JP Morgan and euro money printing to boost gold and ...Gold SeekAt the same time the long-standing enemy of bullion prices, JP Morgan is in serious trouble with its derivative gambles on the eurozone. Estimates of losses...
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Treasuries Investors Reduce Bullish Bets, JPMorgan Says – Bloomberg
Treasuries Investors Reduce Bullish Bets, JPMorgan SaysBloombergUS Treasuries investors cut bets the securities will advance, and raised neutral and short positions this week, according to a weekly survey by JPMorgan Chase & Co. The percent of “n...
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US Treasurys Pull Back After Recent Rally, Ahead Of Supply – Wall Street Journal
BloombergUS Treasurys Pull Back After Recent Rally, Ahead Of SupplyWall Street JournalBy Cynthia Lin Of DOW JONES NEWSWIRES NEW YORK (Dow Jones)--US Treasurys retreated Monday as investors booked profits from the recent rally that had dragged 10-year y...
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Treasury Yield Close to Record Low on Europe Debt Crisis – BusinessWeek
BloombergTreasury Yield Close to Record Low on Europe Debt CrisisBusinessWeekGerman and French finance ministers plan to meet today on the euro, after Europe's debt crisis sent Treasuries surging last week as investors sought the relative safety of...
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Treasury Yield Close to Record Low on Europe Debt Crisis – Bloomberg
Treasury Yield Close to Record Low on Europe Debt CrisisBloombergThe German and French finance ministers plan to meet today on the euro, after Europe's debt crisis sent Treasuries surging last week as investors sought the relative safety of US secu...
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Treasuries Vacuuming Up All Available Liquidity
The Treasury had a light calendar last week. The market faced a big Treasury settlement on Tuesday but from then until the big end of month settlement of new paper, supply pressure wasn’t, and won’t be, a problem. With fear driving waves of capital into the Treasuries, a downside breakout in yields, and an...
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The Conomy Game- The Legend of Bennie The Beard, Henry the Hitman, and the Gangbankster Dealers
The Industrial Production news today reminds me of a story. It’s a story that shows just how the Fed’s manipulation drives both the stock market and the conomy. It’s also a story of the twisted personalities behind the facades of institutional power. This is not something that you will read in the mainstream financial...
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Philadelphia Fed Manufacturing Index Decreased to -5.8 in May – Bloomberg
Philadelphia Fed Manufacturing Index Decreased to -5.8 in MayBloombergThe Federal Reserve Bank of Philadelphia's general economic index decreased to minus 5.8 in May from 8.5. Economists forecast the gauge would rise to 10, according to the median ...
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Treasury Yield Is 10 Basis Points From Low on Greece – BusinessWeek
Globe and MailTreasury Yield Is 10 Basis Points From Low on GreeceBusinessWeekBy Wes Goodman on May 15, 2012 Treasury 10-year yields were 10 basis points from the record low after German Finance Minister Wolfgang Schaeuble said a Greek election would b...
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Market’s Liquidity Indicators Begin To Tilt Bearish – With Free Excerpt
The composite liquidity indicator downticked last week on small declines in most of its components. We know that the downtick in the Fed’s pumping to Primary Dealers is temporary, but the weakening in other indicators may not be. Over the course of this latest surge, most of the cash has been targeted at the...
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Another day of ugly
Everything except treasuries sucked wind.
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Market Liquidity Trend Still Bullish, But Only Treasuries Get The Benefit
The composite liquidity indicator rose slightly last week, on slight increases on most of its components. The uptrend in the indicator has continued at a steady pace since it broke out in March. Over the course of this latest surge, most of the cash has been targeted at the Treasury market, with stocks getting...
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US stocks sink after weak April jobs report – The Associated Press
MiamiHerald.comUS stocks sink after weak April jobs reportThe Associated PressBy PALLAVI GOGOI, AP Business Writer – 1 minute ago NEW YORK (AP) — News that hiring in the US slowed last month sent stocks diving Friday. The poor employment report cam...
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WORLD FOREX: Euro Tumbles On Weak Europe, US Economic Data – Wall Street Journal
Moneycontrol.comWORLD FOREX: Euro Tumbles On Weak Europe, US Economic DataWall Street JournalBy Erin McCarthy Of DOW JONES NEWSWIRES NEW YORK (Dow Jones)--The euro tumbled against its main rivals Wednesday after a stream of disappointing economic data ...
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Bond yields are going to surge! Eventually? – CNNMoney
CNBC.comBond yields are going to surge! Eventually?CNNMoneyBy Paul R. La Monica @lamonicabuzzMay 2, 2012: 1:43 PM ET How low can rates go? Investors are still flocking to long-term Treasuries despite economic weakness. That's because US bonds still...
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Liquidity Tide Continues To Rise As Fed Falls Behind The Inflation Curve
This is an extended free excerpt from the Professional Edition Fed Report. The composite liquidity indicator rose slightly last week, on a mixed performance of its components. The uptrend in the indicator has continued at a steady pace since it broke out in March. Over the course of this latest surge, most of the...
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PIMCO’s Gross cautions against inflation and credit "ocean"
PIMCO's Gross cautions against inflation and credit "ocean"
Reuters – 2 hours 8 minutes ago.. .
By Sam Forgione
NEW YORK (Reuters) - Central bank policies will induce growth in developed countries this year but will create inflationary risks down th...
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Earnings Growth Fails to Sway S&P 500 Outlook: Chart of the Day – Bloomberg
BloombergEarnings Growth Fails to Sway S&P 500 Outlook: Chart of the DayBloombergUS companies are poised to repeat their first-quarter success in exceeding analysts' earnings estimates, according to Jonathan Golub, chief US market strategist at...
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Good For Nothing $50 Billion Gift To Dealers Wasted
The markets got a gift in the week just ended, but they couldn’t do much with it. The Treasury paid down a whopping $50 billion in expiring short term bills on Thursday. That’s cash that came back to holders of the paper, many of whom were Primary Dealers. They used some of it to...
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Treasury and Primary Dealers Shake The Stock Market Tree When Needed
The markets get a gift in the coming week. Depending on how strong tax receipts are, the Treasury will pay down as much as $48 billion in expiring short term bills on Thursday. That’s cash that will come back to holders of the paper. They’ll have to put it somewhere. This is a normal...
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A Week on (Relatively) Easy Street for Treasuries
The following is the executive summary of this week’s report to subscribers.To read the reports risk free for 30 days (one time only), click here. The markets face another week on relatively easy street in terms of Treasury supply. Even though the Treasury is auctioning a big slug of longer term paper, it is...
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Cyclical Liquidity Flows Approach Inflection Point
The following is an excerpt from the Executive Summary of this week’s Professional Edition Fed Report. Subscribers can access the full report here. The composite liquidity indicator was virtually flat last week on a mixed performance in its components. The indicator has recently accelerated upward away from its 39 week moving average. With demand...
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Stigma, Who’da thunk
“You can make a firewall as high as you want and it will be no help” -Wolfgang Schäuble, new Eurogroup head, and German Finance Minister It was fun while it lasted but the bloom off the LTRO is now turning into, drum roll please, a liability. Funny how accounting that recognizes this concept works in...
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The Fed’s Painted into a Corner, With a Risky and Long Duration Portfolio
Two minute Radio Free Wall Street clip. Although the Fed’s Bullard is largely irrelevant as a voting member of the Fed, what he says is not. He said the central bank is on pause, and more stimulus is not currently warranted. On the balance sheet, Bullard commented that the Fed has taken substantial risks and he...
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About That $20 Trillion in Public Debt….
Massive Federal deficits require higher taxes; ever-expanding public debt and higher debt service sets up a death spiral once new investment is crowded out by Federal borrowing.
In only three more years you're talking $20 trillion in public debt f...
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Treasury Yield Breakout? Not So Fast!
The 10 year yield arrived at the top of the base pattern at 2.40 this week. At that point the stock market mysteriously got the shakes and enough cash was freed up to buy enough Treasuries to prevent a major trend breakout in yields. The market sentinels deep in the bowels of the Treasury...
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The Bad News Is That Market is Celebrating What Was, Not What’s To Come
The cash generated by the ECB’s second big LTRO operation hit the US banking system last week. At the same time the Fed is still pumping cash into Primary Dealer trading accounts, and it just completed a big mid month cash infusion. This was all part of the master manipulators’ master plan, of which...
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Treasuries tank,AAPL cranks
One stock holding up the entire planet earth.
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