Lee AdlerWithholding 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…
The risks are astronomical despite improved tax collections. Subscribers, click here to download the report. Available at this link for legacy Treasury subscribers. KNOW WHAT’S…
Withholding tax collections were relatively stable through November. But the 5 day average ticked a hair below November’s low here in early December. New lows…
Jay Powell’s first order of business is to keep the bond market from breaking down. When the 10 year yield hit 0.975 last week before…
Tax collections improved in October, but are still well below pre-pandemic levels. The US may look like it’s recovering, but it’s still in the hole…
Last week I was surprised when the US Government’s retail sales data hit a new high. No way, I said. Well, Way! Yes, some retailers…
Tax collections have leveled off at a negative year to year rate. The Fed has gone to Congress begging for fiscal support for the US…
The economic rebound from the depths of the pandemic panic in April and May has ended. The economy may be rolling over again. Bad news…
Tax collections have leveled off at a negative year to year rate. That will allow the Fed to continue to paper things over at the…
No news isn’t no news. The Primary Dealers are in the same posture they’ve been in. They’re still bullish on bonds and that’s an extremely…
The Treasury’s numbers for June were as bad as expected. Early July numbers look good, but it’s a trick. Here’s how we know, and what…
The Treasury’s numbers are in for June and they’re not good. First things first. The BLS jobs data is just BS. Subscribers, click here to…
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