There are a dozen bullet points in today’s Treasury Update. Here are the first 5. Month to date tax collections for the period ended June…
The Fed will decide on Wednesday whether, and by how much, it will increase the rate at which it pumps cash through Primary Dealer trading…
This report presents and discusses a dozen key bullet points for the Treasury market, and indirectly, stocks. Here are the first 5. Suddenly Treasury supply…
Watching the slowing deposit drains in the European bank data, I have to wonder whether those who can get their money out have done so.…
Builders are only adding about 450,000 single family units per year. Total starts including multifamily over the past 12 months were 653,000. Meanwhile, the US…
The composite liquidity indicator downticked slightly last week on small declines in most of its components. It has been flat since May 2, while remaining…
The Treasury had a heavy calendar last week. The market will face a big Treasury settlement this Thursday as a result. The need to pay…
The Treasury had a light calendar last week. The market faced a big Treasury settlement on Tuesday but from then until the big end of…
The composite liquidity indicator downticked last week on small declines in most of its components. We know that the downtick in the Fed’s pumping to…
The composite liquidity indicator rose slightly last week, on slight increases on most of its components. The uptrend in the indicator has continued at a…
