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Category: Liquidity Trader – US Treasury Market Trend Supply and Demand

We Knew the Treasury Paydowns Would Be Bullish, But What Now?

Last month in the Treasury Supply update (May 16) I wrote that the debt ceiling would continue to force the Treasury to pay down debt, short term T-bills in particular. I said that the paydowns “will continue until the end of Q2. That’s bullish for bonds, and possibly for stocks.”

But then I said that the picture changes radically in Q3. And that has not changed. Here’s what’s happened so far, what’s likely for the third quarter, and then the big change that’s coming. Having this information will help you to continue to take advantage of the market’s big move, and to be ready for when and how it’s likely to change.

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Federal Budget Data is a Bad News-Bad News Story

Tax collections were strong in May except for a dip that coincided with the Nonfarm Payrolls survey. Here’s why that’s unequivocally bad news for the markets and why you need to get ready for a delayed shock reaction.

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One Month Free Trial and 90 days risk free if you subscribe today! 

Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.  New subscribers can join by 5:00 PM Pacific Time Friday, June 14 and get the first month free! Free first month, and 90 day risk free trial offer is for first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date.