Liquidity Trader – US Treasury Market Trend Supply and Demand

Analysis of new Treasury supply and major demand market segments to estimate market liquidity impacts for bonds and stocks. Resulting market strategy recommendations. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.

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Updated- We Need Not Be Rocket Scientists To Understand Supply and Demand

The Bank Treasury Purchases and Primary Dealer Trading sections have been updated with data released late Friday. 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…

Treasuries and Dollar Going Nowhere Fast- Here’s What To Expect

Bonds and the dollar are going nowhere fast. Both are stuck in intermediate trading ranges that could evolve into long term trading ranges. Long term cycles would seem to favor new uptrends in the next year or so, but in the game of central bank manipulation, the old technical rules may not apply. This is…

Dealers and Investors Show What They Do When Getting $62 Billion in Cash All At Once

We got a demonstration on Friday of what happens when $62 billion in Treasury paydowns hit the market all at once. That was the total cash which the Treasury stuffed back into the accounts of the holders of expiring paper, which they could not roll over because the US Government is up against the debt…

What Does Wild Volatility In Treasuries and Dollar Signal?

The wild rangebound volatility in Treasuries and the US dollar continued over the past week. 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…

Huge Treasury Paydowns Don’t Help Much With The Smell of Fear

$33 billion in Treasury paydowns last week helped to boost prices for all of one day—from mid day Thursday to mid day Friday, and that was it. Here’s why, and what to expect going forward, with charts, tables and details spelled out. Follow the money. Find the profits!Liquidity is money. Regardless of where in the…

Wildly Volatile Rangebound Trading in Treasuries and the Dollar Send a Message

Bonds and the dollar have been extremely volatile while remaining rangebound. Here’s what it means in technical terms. 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…

Fed and Treasury Bathed Market In Cash But Their Timing Was Off

The market was bathed in $56 billion of fresh cash this week from the Fed and Treasury. The Fed completed most of its mid month MBS settlements, with $21 billion settled and another $10 billion to settle on Monday. The Treasury paid down a net of $35 billion in outstanding bills as it faces a…

Beware- The Deck Is Stacked Again For Fed Resubstantiation Rally

The Treasury will pay down outstanding debt this week and the Fed will hold its usual mid month MBS purchase settlements. The deck will be stacked for the customary Fed policy resubstantiation rally. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and…

Treasury Yields And US Dollar Rangebound- To What End?

Both Treasury yields and the US dollar have been in trading ranges since the false breakdowns on August 23-24. The charts send messages. This report interprets them. 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…

Treasury Market Liquidity To Be Bullish Factor For All Markets In Mid September

Key drivers of supply and demand in the Treasury market impact all US securities markets. They’ll be bullish in mid September, but will it matter? Here’s what you need to know. 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…