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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Stock Market Still Historically Overbought Vs. Macro Liquidity

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.…

Short Term Positive Liquidity, Long Term Scary

The Composite Liquidity Indicator remains near a record extreme, and that’s scary. Here’s what you need to know. 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 know the direction of the next big…

Fed Balance Sheet Pressure Is Building But Camouflaged

The Fed’s balance sheet shrank sharply over the past 4 weeks. So it’s no surprise that the stock market rally sputtered. But what’s going on out of view could make things much worse later this year. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it…