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…
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.
Support the Wall Street Examiner! Choose your level of support to receive a free proprietary report as my thanks. Click the button below to see your options. Become a Patron!
Liquidity Trader - Macro Liquidity- Fed and Banking
Here’s Proof that the Fed Is the Real Cause of the Crash
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand
Bonds Could Be A Buy In March
by Lee Adler • • 0 Comments
The February supply increase caused the bond rally to stop in its tracks. But that will change in March. 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…
Liquidity Trader - US Government Revenues
Federal Revenue Soars, Outlays Soar More, Budget Gets Sore
by Lee Adler • • 0 Comments
UPDATE- A few minor corrections. 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 moves in stocks and bonds, just follow the money. Lee Adler’s Liquidity Trader…
Liquidity Trader - Macro Liquidity- Fed and Banking
Not QE? The Financial Times Is Either Stupid or Lying
by Lee Adler • • 0 Comments
The pause in the growth of the Fed’s balance sheet over the past 6 weeks isn’t what the pundits are telling you. Some are saying that it’s evidence that the Fed is not doing QE. They’re either gaslighting, or clueless. But we know what it is, and we know what happens now. Follow the money.…
Liquidity Trader - US Government Revenues
January Treasury Data – Boffo Revenues, Soaring Outlays and Deficit
by Lee Adler • • 0 Comments
Withholding tax collections are soaring. But despite that and the massive stimulus of skyrocketing government outlays and ever widening deficits, the ‘conomy is only so-so. Here’s why, what it means for liquidity and the markets. And of course, what you should do about it.
Liquidity Trader - US Treasury Market Trend Supply and Demand
Big Margin Call Called Off
by Lee Adler • • 0 Comments
With the light supply and the Fed money putting the wind at their backs, Primary Dealers got a gift on top of that. Coronavirus. The panic that induced has driven money out of stocks and into bonds. Just what they needed.
Liquidity Trader - US Treasury Market Trend Supply and Demand
When the Dealers Will Say WTF and Just Keep Selling
by Lee Adler • • 0 Comments
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?
Liquidity Trader - US Treasury Market Trend Supply and Demand
Market Conditions Now As Good As It Gets
by Lee Adler • • 0 Comments
Supply and demand conditions for stocks and bonds have been as good as it gets over the past month. We can thank the Fed and the Treasury. Here’s what could keep the game going, and what could send the players home, broke.
Liquidity Trader - Macro Liquidity- Fed and Banking
These Charts Show That Macro Liquidity And Stock Prices Always Move in Lockstep
by Lee Adler • • 0 Comments
It ain’t rocket science. The Fed drives liquidity and stock prices are the first order effect because that’s how monetary policy transmission is designed.