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Fed Balance Sheet Right Now Says Bears Should Get Ready to Rumble

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.

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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.

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Posted in 1 - Liquidity Trader- Money Trends, Fed, Central Bank and Banking Macro Liquidity
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