Lee AdlerBulletin- Fed Cuts QT by $35 billion per month. This is irrelevant and immaterial in the face of the mushrooming Treasury supply ahead. Read on!…
There were more signs in last week’s banking and Fed balance sheet data that the market has begun to build an important top. But tops…
That’s because they’re early, and an intervening temporary force should drive xxxx xxxx xxxxx. Non-subscribers, click here for access. Subscribers, click here to download the…
Withholding tax collections looked very strong for March, at first glance. But there was a one day anomaly in the data that skewed the monthly…
The Fed’s weekly real time balance sheet data and its slightly lagged data on the condition of the US banking system have flashed warning signs…
Or maybe it is. The Fed’s weekly real time balance sheet data and its slightly lagged data on the condition of the US banking system…
The dealers just set a new record extreme of leverage against their bond positions at the end of February. Then they sharply pulled in their…
The Fed’s weekly real time balance sheet data and its slightly lagged data on the condition of the US banking system are inching closer to…
The Fed’s weekly real time balance sheet data and its slightly lagged data on the condition of the US banking system still show little sign…
Withholding tax collections soared in February to their highest level in 13 months. If this is not just a flash in the pan or data…
Neither the Fed’s weekly real time balance sheet data, nor its slightly lagged data on the condition of the US banking system yet shows any…
In last week’s report, we noted that “One of the key measures of animal spirits versus liquidity has reached an historic level of insanity that…