Despite the fact that the Fed is no longer the only driver of the markets in one direction, it still plays a role indirectly. So we still monitor the Fed’s weekly balance sheet. It is still the timeliest source of data on several critical market drivers. It’s published weekly, virtually in real time, with data through the current Wednesday, published on Thursday after the financial markets close. Non-subscribers, click here for access.
The numbers and the discussion are dry, and can be dense, so I’ve been thinking about ways that I could relate those numbers to the reality of stocks and bond prices on the ground, without putting you to sleep. Non-subscribers, click here for access.
Then it dawned on me! Non-subscribers, click here for access.
So, in this report I present a few charts of the Liabilities side of the Fed’s balance sheet. They show us that maybe we shouldn’t be so sanguine about the continuation of this bull market. In fact, it looks like something bad is coming, and soon. Non-subscribers, click here for access.
KNOW WHAT’S HAPPENING NOW, before the Street does, read Lee Adler’s Liquidity Trader risk free for 90 days! Act on real-time reality!
Attention New Subscribers! Please check your spam folder for your subscription welcome messages and post notifications and whitelist Liquiditytrader.com. Some email providers like Hotmail and others which use the Proofpoint gatekeeper are blocking Liquidity Trader emails completely. I have been unable to get them to stop. Please notify them to “Let my emails go!”
If you continue to have issues receiving Liquidity Trader emails, just check here daily at 9 AM ET for the latest posts.
THANK YOU FOR YOUR SUPPORT!