I have been warning for months that once the debt ceiling was lifted the money markets would tighten dramatically. It’s happening. Here’s a rundown of…
Liquidity Trader – Macro Liquidity- Fed and Banking
Analysis of the major forces of macro liquidity that drive markets, including the Fed, foreign central banks, and the US and European banking systems. Resulting market strategy recommendations. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.
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Liquidity Trader - Macro Liquidity- Fed and Banking
Fed Balance Sheet Says The Fat Lady Has Sung
by Lee Adler • • 0 Comments
Normalization is dead. And that, ladies and gentlemen, is all she wrote. A little bit of Fed POMO won’t be enough to save the bond market, or stocks for that matter.
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Hurricane Dorian Publication Note
by Lee Adler • • 0 Comments
One thing I learned years ago as a Florida resident running an online business is that I don’t want to stick around to see if…
Liquidity Trader - Macro Liquidity- Fed and Banking
Stock Market Still Historically Overbought Vs. Macro Liquidity
by Lee Adler • • 0 Comments
In July we saw that the market was at a record overbought extreme versus liquidity. I warned then that the bullishness we saw earlier this summer would be short lived. The market has corrected a bit. This report shows why that warning remains as applicable as ever. Follow the money. Find the profits!Liquidity is money.…
Liquidity Trader - Macro Liquidity- Fed and Banking, Must Read
Danger! Speculative Debt Financing Has Driven The Rally
by Lee Adler • • 0 Comments
The uptrend is particularly hot in loans to non bank financial institutions. That is composed largely of margin and repo loans. It’s clear that this borrowing has been a prime driver of the rallies in stocks and bonds. Live by leverage, die by leverage.
The data shows that the end is nigh.
Liquidity Trader - Macro Liquidity- Fed and Banking
Fed Balance Sheet Bloodletting Ends Early But Now Treasury Will Suck
by Lee Adler •
The Fed has ended its balance sheet bloodletting. QT is kaput. No more “normalization.” Now abnormal is the norm. But while the Fed will no…
Liquidity Trader - Macro Liquidity- Fed and Banking
CORRECTED – Danger! Market Liquidity Is About To Get Very Tight
by Lee Adler • • 0 Comments
Yesterday, I posted this report with the intro from the June report. This version corrects that error. I apologize for the confusion! Click here to…
Liquidity Trader - Macro Liquidity- Fed and Banking
Danger! Market Liquidity Is About To Get Very Tight
by Lee Adler • • 0 Comments
With the lifting of the debt ceiling the market’s tailwind is about to change direction. A gale force wind will blow the other way. Click…
Liquidity Trader - Macro Liquidity- Fed and Banking
Stupidity, Greed, and Recklessness Drive Surging Loan Growth
by Lee Adler • • 0 Comments
Loan growth is red hot. And it’s all based on speculation. But lenders act as if there’s no risk in all these new loans. Here’s the proof, and what it means. 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…
Liquidity Trader - Macro Liquidity- Fed and Banking
Wake Up! The Fed Is About to Play a Huge Joke on You
by Lee Adler • • 0 Comments
The joke is on Wall Street, investors, and yes, the Fed itself. But you will be prepared to take advantage because you read this report. 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…