Tag Archive for Cutting Edge

Just the Facts M’am, Just the Facts- A Brief Liquidity Summary

A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest of getting caught up, I’m presenting a condensed version of the Fed Report tonight. It includes just the main components of the macro liquidity indicator (which I suspect is probably all…

Market’s Liquidity Indicators Begin To Tilt Bearish – With Free Excerpt

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 Primary Dealers is temporary, but the weakening in other indicators may not be. Over the course of this latest surge, most of the cash has been targeted at the Treasury…

Housing Market Data Tilts Slightly Positive

Some housing sales data now shows prices with a slight year over year increase including the NAR’s existing home sales and the Commerce Department’s new home sales data. The NAR data is from February, representing mostly contracts from December. It tells us nothing about the current market. The Commerce Department data is more current, representing…