The Treasury Report is now scheduled for Saturday afternoon. The Fed Report will follow on Monday or Tuesday next week.
Tag Archive for Treasury Report
Lee's Free Thinking, Liquidity Trader, Professional Edition
Europe’s Pain Is US’s Gain
by Lee Adler • • 1 Comment
The cash generated by the ECB’s second big LTRO operation began to find its level throughout the world financial system last week, but it will take another week for the various measurements of those levels to show up in the lagging data, and several more weeks or months for the full effects to be felt.…
Lee's Free Thinking, Liquidity Trader, Professional Edition
Has As Good As It Gets Already Run Its Course?
by Lee Adler • • 0 Comments
Apparently the cash generated by the ECB’s second big LTRO operation has yet to be deployed in the markets, which leads us to the possibility that the boat was already overloaded on the buy side (See Treasury report). But that cash is out there, and once the profit taking dries up, the composite liquidity indicator…
Lee's Free Thinking, Liquidity Trader, Professional Edition
Fed Transparent Only If The “Facts” Are Bullish
by Lee Adler • • 2 Comments
Liquidity indications have remained neutral over the two weeks since I last updated this report. Panic outflows from Europe boosting theUSsystem seem to have taken a breather, or been covered up, in the wake of the massive ECB liquidity operation just before Christmas. However, other indicators which had been bearish such as bank purchases of…
Lee's Free Thinking, Liquidity Trader, Must Read, Professional Edition
The Last Ponzi Game
by Lee Adler • • 0 Comments
This is an extended excerpt from the Wall Street Examiner Professional Edition Treasury Report, a companion report to the Fed Report to be posted later this weekend. Subscriber link to the complete report is at the end of the excerpt. A heavy Treasury auction schedule with a big settlement on Thursday was enough to contribute…
Liquidity Trader, Professional Edition
Treasury and Fed Put Out Cash To Raise Fist Pumping Crowd for Ben
by Lee Adler • • 0 Comments
This is an extended excerpt from the Wall Street Examiner Professional Edition Treasury Report, normally for subscribers only. I thank our subscribers for allowing the publication of this extended excerpt, and for their longstanding support (Subscriber link at end). The market waltzed through a week of heavy Treasury auction supply, but it did not have…
Liquidity Trader, Professional Edition
TBAC Forecasts $95 Billion Q1 Increase in Net New Borrowing
by Lee Adler • • 0 Comments
The Treasury Borrowing Advisory Committee (TBAC) told the Treasury that it will need to borrow $95 billion more in the first quarter than had been estimated in the last TBAC report in early November. The increase is apparently due to the cut in payroll taxes, although the committee gave no specific reason for the increase…
Housing, Liquidity Trader, Professional Edition
Theoretical Seeds of A Housing Bottom- Professional Edition
by Lee Adler • • 0 Comments
Purchase mortgage applications fell back to near their recent lows last week, reversing the surge from the previous week. That was caused by the FHA’s new, tougher requirements on credit scores and down payments. The week before last was the deadline for deadbeats to get in under the old easy money game rules. That blip…
