Tag Archive for Edge Analysis

Headwinds are Building and Bullets are Flying For Treasuries

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 higher than TBAC forecast supply and there are signs that will continue.  Indirect bids falling sharply on 4 week bills and long term paper.  Foreign and international account purchases at…

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…