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Market Sentiment vs. Liquidity Reaches Historical Hysterical

In last week’s report, we noted that “One of the key measures of animal spirits versus liquidity has reached an historic level of insanity that could mark the end of this move. Or it could signal the beginning of even more craziness.” Non-subscribers, click here for access.

Subscribers, click here to download the report.

The market’s verdict last week was “more craziness.” But the liquidity readings still are not cooperating. That craziness should end with a thud in the next couple of weeks. We’re already seeing the indigestion in the bond market. I think that that’s a sign of things to come, with worse news ahead for Treasuries and other fixed income. And then for stocks. Non-subscribers, click here for access.

The issue, as always is the timing. We’ve reached a stage in this market that the weekly banking data and real time weekly Fed balance sheet data is more important than ever. Therefore, I will go to a weekly follow up on this.  I’ll show you the charts, tell you what they mean, and we’ll formulate a plan for how to handle the tactical view from the TA.  Non-subscribers, click here for access.

This very well could be the week that was. One way or the other. This report shows what the key is, and what to do about it.  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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