Despite the noise about the Fed possibly cutting interest rates this week, the reality of the market says otherwise. If the Fed does cut, it could lead to disaster. 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…
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
As Fed Balance Sheet Shrinks, Speculative Bank Lending Soars
by Lee Adler • • 0 Comments
The Fed’s balance sheet is shrinking, but bank lending for speculative purposes has soared. That is supporting financial asset price inflation. That’s dangerous. This report…
Liquidity Trader - Macro Liquidity- Fed and Banking
Macro Liquidity Indicator Charts Show Rally Not Long For This World
by Lee Adler • • 0 Comments
Macro liquidity growth has slowed to a crawl. The Fed and its cohort major central banks are a negative factor on balance. But runaway financial market speculation is driving a big surge in bank lending to finance securities purchases, and that’s providing self-sustaining liquidity. But debt driven trends eventually break badly. This report looks at…
Liquidity Trader - Macro Liquidity- Fed and Banking
US Investors Should Prepare Now for the ECB’s Monster
by Lee Adler • • 0 Comments
The ECB created a monster, and now that monster is chasing it. This report paints the gruesome picture, spells out the implications for you as a US investor, and tells you what to do about it. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it…
Liquidity Trader - Macro Liquidity- Fed and Banking
These Charts Show You Whether Fed’s Reversal Has Pre-Empted a Crash
by Lee Adler • • 0 Comments
The Fed announced at its January meeting that “they panicking” (apologies to Trading Places) and that neither rate increases nor the shrinkage of the balance sheet are on autopilot any longer. The Fed says it will adjust both as the economy and “financial conditions,” aka the stock market, dictate. Follow the money. Find the profits!Liquidity…
Liquidity Trader - Macro Liquidity- Fed and Banking, Must Read
Show Me The Money, The Big Money, Before You Talk Bull
by Lee Adler • • 0 Comments
Just because the Fed uttered a few comforting words to the market doesn’t mean that we are out of the woods. Talk is cheap. Money…
Liquidity Trader - Macro Liquidity- Fed and Banking, Liquidity Trader Complete
The Fed Sings A Sweet Tune – Here’s Why It Will Lead To Market Bitterness
by Lee Adler • • 0 Comments
Prior to the onset of QE in 2009, a normal reserve position meant tight reserves. There were virtually no excess reserves on the Fed’s balance sheet. That means that the drains will continue until the balance sheet reaches a tight reserve position. Except that that can’t happen because the markets and the economy would have…
Liquidity Trader - Macro Liquidity- Fed and Banking
Here’s Why Europe’s Puny Banking System Growth Is Bad News for US Investors
by Lee Adler • • 0 Comments
Growth in the European banking system driven by the ECBs smoke and mirrors and a housing bubble is about to slow even more as the ECB ends QE. This report gives you lots of charts to show you where things have been. And we look at where they’re likely to go now, along with what…
Liquidity Trader - Macro Liquidity- Fed and Banking
As Fed Balance Sheet and Interest Rates “Normalize,” So Too Must Inflated Asset Bubble Prices
by Lee Adler • • 0 Comments
Macroliquidity has stopped growing and is on the verge of contraction. Meanwhile, world central bank liquidity has been in a declining trend since the second quarter of 2018. Bear markets commenced around the world then. The US lagged, but is quickly catching up. With the trends in place, not only will the Fed normalize its…
Liquidity Trader - Macro Liquidity- Fed and Banking
How the Fed’s Money Movements Get Flushed But Float To The Surface
by Lee Adler • • 0 Comments
The Fed has flushed $373 billion in assets since mid October 2017. But money comes floating back to the surface in other ways. 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…