It may be too early to call an end to the bull market in stocks, but in terms of the forces of macro-liquidity, it’s clear that change is afoot, and that change isn’t in a bullish direction. This week, when the Fed holds its regular mid month settlement of its forward MBS purchases from Primary Dealers, should give us some signals of where this is headed.
Table of Contents
Macroliquidity Component Indicators
Fed Cash to Primary Dealers
Foreign central bank purchases
US commercial bank deposit flows
Bank Treasury purchases
Bank Trading Accounts
Bank reserve deposits
Treasury Auctions, Federal Revenues and Supply Impact, and Treasury Yields
Open Market Operations (OMO) and Monetary Policy Actions
Other Policy Tools and Total Fed Credit
Other Fed Balance Sheet Items – Liabilities
Bank Loans Outstanding
Foreign Central Banks
Fannie and Freddie
Money Supply and Fund Flows
Bank Holdings of Treasuries
Bank Capital Trend
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