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 – US Government Revenues
Analysis of real time Federal revenues as they signal economic activity and likely changes in Treasury supply. Resulting market strategy recommendations. 8 reports each month. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.
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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 Government Revenues
Monthly Treasury Data Confirms Slower Growth- Bullish!
by Lee Adler • • 0 Comments
Federal revenues softened in December. That could be just a blip, or it could be the first signs of a looming recession. It’s bullish if…
Liquidity Trader - US Government Revenues
Federal Revenues Grew Slower, Spending Faster in December
by Lee Adler • • 0 Comments
Federal tax collections were a bit softer in December than in recent months, but overall were in the same growth path as throughout the past year. That signals that the US economy isn’t doing much differently than the pace it has been for the past several years. Here’s why that’s still bad news, and what you should do about it.
Liquidity Trader - US Government Revenues
November Federal Revenues Grew, Deficit Shrank – Here’s What It Means
by Lee Adler • • 0 Comments
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…
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.
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 - 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 - 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,…
