Federal tax collections were robust in November, signaling that the US economy is perking along. That has implications for the Treasury supply outlook, and consequently…
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Liquidity Trader - US Treasury Market Trend Supply and Demand
They Say It’s Only The Plumbing – That’s A Laugh
by Lee Adler • • 0 Comments
The Wall Street captured media likes to tell us that there’s just a small plumbing problem in the money market. But the fact is that…
Liquidity Trader - US Treasury Market Trend Supply and Demand
The Fed and the Bulls Are Winning – QE New is Working
by Lee Adler • • 0 Comments
Treasury supply is gargantuan. But size doesn’t matter because the Fed can take it. And is taking it. Almost all of it. Subscribers, click here…
Liquidity Trader - US Government Revenues
October Federal Deficit Grew, So Fed Monetizes Even More
by Lee Adler • • 0 Comments
Federal revenues fell in October for the first time since February. And outlays rose, widening the deficit. The Fed raised its ante in response. Here’s what this means and what you should do about it.
Liquidity Trader - Macro Liquidity- Fed and Banking
Fed’s Welfare Program for Wall Street Has Stemmed the Crisis, But Not the Bleeding
by Lee Adler • • 0 Comments
The Fed has pumped almost $311 billion into the accounts of Primary Dealers since mid September. Here’s what that has done and what it hasn’t, and why you should be worried.
Liquidity Trader - Macro Liquidity- Fed and Banking
Macro Liquidity Is Surging Thanks to Uncle Fedster
by Lee Adler • • 0 Comments
The Fed has been pumping money into the system hand over fist since mid September when it restarted QE. It’s working… to a degree. But there are problems.
Liquidity Trader - Macro Liquidity- Fed and Banking, Liquidity Trader Complete
Surprise Surprise, The Fed is Buying Whatever The Treasury Is Selling
by Lee Adler •
The Fed is taking up all new Treasury issuance, dollar for dollar. Must be a coincidence.
Federal Reserve Not QE, Liquidity Trader - US Government Revenues
In the Bowels of Government Finance: US Government Defecates – Fed May Lose Control
by Lee Adler • • 0 Comments
The US Treasury daily tax data showed weak revenue and soaring outlays in October. The deficit is soaring, but the Fed is monetizing every penny…
Liquidity Trader - Macro Liquidity- Fed and Banking, Liquidity Trader Complete
Bond Market Is a Ticking Bomb Despite Fed QE New
by Lee Adler • • 0 Comments
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…
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.