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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What You Should Do Next As Red Tide Engulfs and Fouls The Markets

Demand for Treasuries at the regular auctions has risen by slightly more than the increase in new issuance lately. But yields continue to trend higher because selling in the secondary market has outstripped demand. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to…

Hurricane Michael Heads For Wall Street, Get Out Before It’s Too Late

Treasury supply continues to bulge, thanks to the yawning Federal budget defecate, and the fact that the Treasury must raise $30 billion per month to repay the Fed, which is demanding the money back that it lent to the US Government under QE. A tidal wave of supply is set to inundate Wall Street. This…

LINK CORRECTED – Here’s Why Weak Demand for Treasuries Means Doom for Both Bonds and Stocks

Demand for Treasuries is insufficient to prevent the coming bond market catastrophe. 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…

Financial Market Drama Heads For Disorderly Denouement

Commercial bank and foreign central bank buying, and the increased use of leverage by shadow banks, have driven stocks and bonds back to their 2018 highs. Here’s how that increases risk, and what to do about it. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually…

The Clock Is Ticking on Leverage Driven Demand for Bonds and Stocks

With systemic liquidity declining, the only thing driving demand for stocks and bonds is the increased use of leverage. Here’s why this is an accident waiting to happen in the bond market, that will spill over to stocks. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates,…

Here’s Why It’s Important That Stocks and Bonds Rallied Despite Tightening Liquidity

Monthly deficits have exploded since passage of the tax cut and Congressional Budget Busting Agreement. However, June was a tax collection month, padding the Treasury’s cash account. That allowed the Treasury to pay down a few T-bills in June. But there was still a big year to year increase in supply. Despite that, stocks and…

Here’s Why Any Rally In Treasuries Is Now Really Bad News For Stocks

Treasury auction demand has risen but it has not kept pace with the increase in supply over the past month. That’s a bad sign for your stock portfolio. Here are the particulars. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through…