The trend is your friend, and the Fed has gone soft. And traders know it. But there may be trouble in Primary Dealer Bond Land.
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
Permanently High Plateau Bond Market Miracle
by Lee Adler • • 0 Comments
The Treasury has been pounding the market with supply since the debt ceiling was lifted in early August. Yet stock and bond markets have both rallied. 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…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Must Read
First They Fall Asleep
by Lee Adler • • 0 Comments
The Treasury and the Fed are colluding to boil the bond investor frogs on a sunny sidewalk.
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Hurricane Dorian Publication Note
by Lee Adler • • 0 Comments
One thing I learned years ago as a Florida resident running an online business is that I don’t want to stick around to see if…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Game Over, But Always Look On The Bright Side of Life
by Lee Adler •
The game is over. The massive liquidity inflows from the US Treasury into dealer accounts that has fueled the stock and bond rallies since March…
Liquidity Trader - US Treasury Market Trend Supply and Demand
Into the Deluge – Panic Demand for Bonds Is Madness
by Lee Adler • • 0 Comments
The Treasury paydown game has ended. A deluge of supply isAnd buyers are panicking into bonds, a move that will live in infamy.
Liquidity Trader - US Treasury Market Trend Supply and Demand
The Deal Is Done, Get Ready To Rumble
by Lee Adler • • 0 Comments
The debt ceiling deal is done. It only remains for the House and Senate to pass the deals and send it to the White House…
Liquidity Trader - US Treasury Market Trend Supply and Demand
Primary Dealer Positions Are Off The Charts DANGEROUS
by Lee Adler • • 0 Comments
Primary Dealers continue to hold historically massive net long fixed income positions. They have purchased those positions using debt, resulting in huge increases in leverage. 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…
Liquidity Trader - US Treasury Market Trend Supply and Demand
Everything Looks Great When the US Treasury Pumps Cash Into the Market
by Lee Adler • • 0 Comments
The US Treasury continues to pay down T-Bills. That puts cash back into the accounts of the dealers and investors that had held the securities…
Liquidity Trader - US Treasury Market Trend Supply and Demand
We Knew the Treasury Paydowns Would Be Bullish, But What Now?
by Lee Adler • • 0 Comments
Last month in the Treasury Supply update (May 16) I wrote that the debt ceiling would continue to force the Treasury to pay down debt, short term T-bills in particular. I said that the paydowns “will continue until the end of Q2. That’s bullish for bonds, and possibly for stocks.” Follow the money. Find the…