Expectations for Tomorrow

Tim Knight August 5, 2021

The all-important monthly jobs report:

Not that things haven’t been insane since last year………..

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Federal Revenues – Real Time Data Downshifts, Liquidity Cliff Still on Track

Subscribers, click here to download the report. Withholding tax collections through April 2 decelerated versus recent months. This marks the expected cyclical downstroke, due to…

The House Is Breaking: How Primary Dealers Triggered the Crash Unfolding Now

Wall Street tracked sentiment and flows. Liquidity Trader tracked the dealers—those who make the market. And the cracks are visible.

Primary Dealer leverage has broken above 120% of Treasury and MBS holdings. Dealers are long, underhedged, and overexposed. This isn’t theory—it’s systemic risk starting to unwind. The crash isn’t coming. It’s already here.

Read the full report to see how this was predicted and what comes next.
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Expectations for Tomorrow

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