Lee AdlerThe US Treasury announced today that it would inject another $30 billion into the markets, in an attempt to forestall systemic meltdown. It will pay…
The Treasury is injecting still more cash into the market, on top of the $96 billion it already staged last week. It announced on Tuesday…
The Treasury is injecting more cash into the market. It announced today that it will do a second round of T-bill paydowns next week, adding…
And I’ve spewed a whole lot of words over the past 3 weeks. Scary words. Words including warnings that one of the titans of the…
This is big. In a panic over the surge in the 10 year Treasury yield and the attendant fall in Treasury note and bond prices,…
Let’s talk about the confusion around QE cause and effect, with financial bubbles and money supply. And let’s get to the point — the proof of how QE actually enters the banking system AFTER it gets pumped into the markets, not before.
The Primary Dealers always hedge their fixed income portfolio positions in the futures markets. Looking only at their bond portfolio positions may not give us…
Back in 2008-2009, I chronicled how the Primary Dealers caused the stock market crash. They were the most important and least recognized cause of what…
Withholding tax collections have exploded upward over the past month through February 3. Other data confirm the strengthening. Here’s what this means for portfolio strategy…
In the mid month QE update, I concluded the intro summary with this warning: 1/16/21 At this point, it seems like we are on the…
I have tried in these reports for the last twenty years to identify the most important forces driving the stock market. To some extent, I’ve…
This was inadvertently posted a moment ago with the wrong headline and post link. Sorry for the error! Macro Liquidity continues to bulge. The stock…
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