Menu Close

The End Is Not Nigh

Or maybe it is. The Fed’s weekly real time balance sheet data and its slightly lagged data on the condition of the US banking system have begun to flash warning signs that the rally is on its last legs.  xxxxxxxxxx, Treasury supply conditions for the next 6 weeks will be favorable for xxxxxxxx xxxxxxx xxxxxxx. Non-subscribers, click here for access.

Subscribers, click here to download the report.

Tax revenues in March and April create a cash bulge for the US Treasury. It normally uses that cash to pay down a couple hundred billion in T-bills in April and May. They plan to do so again this season. The money from paying off those T-bills will flow into investor accounts. Some of that money will be used to buy stocks and bonds. That should cause xxxxxx xxxxxx xxxxxxxx into mid to late May.

But we shouldn’t ignore the signs that this will be the xxxx xxxx xxxxx for this stage of the bull run. A bond market rally should also be another opportunity to xxxxx  fixed income.

Get the report now, for specifics.  Non-subscribers, click here for access.

Subscription Plans

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 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.


Posted in 1 - Liquidity Trader- Money Trends, Fed, Central Bank and Banking Macro Liquidity
%d bloggers like this: