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…
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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Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
The Margin Call Heard Round The World
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Hey Bloomberg, It’s The Supply, Stupid
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Record Light Treasury Supply, But How Long Will That Last?
by Lee Adler • • 0 Comments
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…
Bonds and Dollar Technical Analysis, Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete, Treasury Supply and Demand Investor Monthly Report
With World In Crisis, Cash Flows to Treasuries
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete, Treasury Supply and Demand Investor Monthly Report
Markets Could Get Boost from Light Treasury Supply As Bank and Foreign Central Bank Demand Pick Up
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
What Would Mark The Beginning Of The Endgame?
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Light Treasury Supply and Money Printing ContinueTo Keep Markets Bid
by Lee Adler • • 0 Comments
The US Treasury continues to reduce. Light net new supply met Fed MBS purchase settlements last week, helping to keep a bid under both stocks and bonds. Meanwhile banks have been selling or redeeming Treasuries, boosting their cash levels after the big Treasury paydowns in June. The message the data is sending remains consistent with…
Fast Facts, Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Light Treasury Supply is Boosting Liquidity Available For “Risk Back On” Trade
by Lee Adler • • 0 Comments
The US Treasury continues to reduce supply. Light net new supply meets Fed MBS purchase settlements this week. Meanwhile banks have been selling or redeeming Treasuries, boosting their cash levels after the big Treasury paydowns in June. Primary Dealers are steadily reducing bond positions and Foreign Central Banks have converted some of their Treasury holdings…
Bonds and Dollar Technical Analysis, Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Status Quo for Treasury Yields and Dollar Index
by Lee Adler • • 0 Comments
The outlooks for Treasury Yields and the dollar still call for higher highs. 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,…