Lee AdlerMeanwhile, instead of liquidating other assets to raise the cash to buy new Treasury supply, dealers and other buyers have used up cash and added…
The BLS reported a very weak jobs number this morning. Treasuries are rallying again. How the BLS got that number in the face of surge…
Federal withholding tax collections went through the roof and excise taxes had solid gains in February. Here’s what this means for the economic data ahead,…
It has been 4 weeks since the government shutdown ended, not enough time for any official economic data on the post shutdown period. But we…
The Primary Dealers are in trouble, demonstrably worse trouble than they were in just before the September 2008 stock market crash. Click here to download…
The Federal tax collection data for January makes you wonder. Why did the Fed panic? True, withholding tax collections collapsed, thanks to the government shutdown.…
You’re probably dying to know what I think about the FOMC statement and Chairman Pow’s press conference today. OK, maybe not, but this report will tell…
Thanks to the government shutdown (GSD) the Treasury had a few extra shekels lying around this month, and it used those to pay down T-bills.…
Treasury demand trends have looked bullish in the short run, but they’re just laying the seeds of that, “Bullish? Not so much!” hangover.
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