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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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…

Important Signal for Bonds and Dollar In August Climax

Both Treasury yields and the US dollar have rebounded sharply after false breakdowns on August 23-24. 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…

When Will The Fed Resume QE?

Shrinking Treasury Supply

This is an excerpt from the Liquidity Trader Pro Treasury Supply and Demand Report. Subscriber download links to complete report below.   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…

Dollar And Treasury Yields Weirdly Plunge Together

Both Treasury yields and the US dollar have broken down to support. The direction they take from here should give us a clue toward the longer term outlook. 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…

The Margin Call Heard Round The World

The fact that Treasury supply is exceptionally light for this time of year would normally be a big deal for the markets, acting to support stock and bond prices. Not this time though. This is about what happens when a totalitarian government forbids the biggest players in its market from selling. Too bad for the…

Hey Bloomberg, It’s The Supply, Stupid

Treasuries continue to be supported by light supply this week. That will remain the case for at least the next few months. Shrinking supply for the past 6 years has been the fundamental underpinning for low yields and it has also fostered the flow of excess liquidity into US equities. If the trend of shrinking…

Record Light Treasury Supply, But How Long Will That Last?

Treasuries rallied last week, helped by light supply and increases in buying by Primary Dealers, commercial banks, and foreign central banks. Primary dealer Treasury coupon positions reached their highest net long level since April 2014. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows…

With World In Crisis, Cash Flows to Treasuries

Treasury yields have broken down from their trading range while the US Dollar continues to threaten an upside breakout. 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…

Markets Could Get Boost from Light Treasury Supply As Bank and Foreign Central Bank Demand Pick Up

The US Treasury completed the settlement of  its biggest slug of supply in a while on Thursday and Friday, and the markets yawned. Stocks saw minor pressure. Bonds were firm, as they have been for the past 2 weeks. Download this report to learn what may be behind that and what to look for in…

What Would Mark The Beginning Of The Endgame?

The US Treasury will hit the market with its biggest slug of supply in a while this week. Banks and foreign central banks will need to step up their buying to keep the markets from succumbing to the additional pressure. Unlike at mid month when the Fed settles its MBS purchases, it gives the market…