Liquidity Trader Complete

Reports on the Fed and Treasury, Primary Dealers, real time Federal tax collections, foreign central banks, US banking system, European banking system, and other factors that affect market liquidity. Resulting market strategy recommendations. 8 reports each month. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.

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DANGER! M-FAT Stalled in February – Negative Divergence Formed

The market got way ahead of the amount of cash that the Fed was pumping into dealer accounts in February. That took a toll, and we’ve had a little “adjustment” over the past week. Here’s what comes next. Subscribers, click here to download the report Follow the money. Find the profits!Liquidity is money. Regardless of…

Here’s Proof that the Fed Is the Real Cause of the Crash

We knew that Not QE would fall well shy of Treasury issuance in February, and that that would be a problem for the markets. Subscribers, click here to download the 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…

When the Dealers Will Say WTF and Just Keep Selling

Dealers cut back their fixed income inventories ever so slightly over the past month. They also increased their hedges, but again, slightly. They are still near historical record net long positions, and still carry historic levels of leverage.

With a bulge in Treasury supply on the way, is this where the bond market might trigger them throwing up their hands and saying WTF, despite the Fed?