With QE New the Fed has the tools and the power to push money rates down, and it is succeeding. But it’s not succeeding in…
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Liquidity Trader - Macro Liquidity- Fed and Banking
QE New Balloons Fed Balance Sheet
by Lee Adler • • 0 Comments
It’s official. QE New has reversed 5 months of previous Fed balance sheet normalization. Here’s what the “new normal” means for your investments. It might not be what you think.
Liquidity Trader - US Treasury Market Trend Supply and Demand
Sudden Collapse in Demand for Treasuries Forced Fed to Massively Intervene
by Lee Adler • • 0 Comments
Private demand for US Treasury securities collapsed in September, forcing the Fed to first finance purchases, and then to buy Treasuries outright. The market is…
Liquidity Trader - US Government Revenues
How Much QE Will Be Enough For Explosive Defecating Deficit?
by Lee Adler • • 0 Comments
The US Treasury daily tax data suggests that the US economy is at least slowing. That means already yooge deficits will grow. Treasury supply will…
Liquidity Trader - US Government Revenues
Treasury Supply Recedes, But Here’s Why The New Normal Is Scary
by Lee Adler • • 0 Comments
Net new Treasury supply is receding to the “new normal,” averaging around $100 billion per month. We know we have a problem when a hundred…
Liquidity Trader - Macro Liquidity- Fed and Banking
The New Fed QE Is Here- It’s Permanent, But Is It Bullish?
by Lee Adler • • 0 Comments
The Fed’s new TOMO has already hit a quarter trillion. It may not be QE in name, but it is in fact.
Liquidity Trader - US Government Revenues
The US Economy No Longer Matters – It’s The Debt, Stupid!
by Lee Adler • • 0 Comments
The game has changed radically in the past two weeks, so it does not matter one iota what the economy is doing. It’s the debt,…
Liquidity Trader - Macro Liquidity- Fed and Banking
Money Rates Explode (No Surprise To Us) – Fed Must Print or Die
by Lee Adler • • 0 Comments
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
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.
Liquidity Trader - US Treasury Market Trend Supply and Demand
Treasury Game Over… Again
by Lee Adler • • 0 Comments
The trend is your friend, and the Fed has gone soft. And traders know it. But there may be trouble in Primary Dealer Bond Land.