Lee AdlerThe US Treasury is playing games that make the stock and bond markets look good now. But here’s why you’ll be the one stuck with…
Tax collections for April and real time data into early May showed a strong economy until last week. Then something went wrong. Click here to…
Withholding tax collections through May 7 remain strong. Click here to download the report (Subscribers Only) One Month Free Trial and 90 days risk free…
The Composite Liquidity Indicator is back to where it was last February and September. Does it mean the same thing now? Click here to download…
Bank lending slowed in April, but it remains a dangerously hot bubble. Click here to download the report (Subscribers Only) One Month Free Trial and…
Despite the noise about the Fed possibly cutting interest rates this week, the reality of the market says otherwise. If the Fed does cut, it…
Dealer positions look scary. Here’s why, and what to do about it to protect yourself, AND take advantage! Click here to download the report (Subscribers…
Warning signs abound that a cataclysm lies ahead for the Treasury market. It will also infect stocks. Click here to download the report (Subscribers Only)…
Federal tax collection data for March showed modest economic growth but continuing wide Federal budget deficits. An uptick in nominal revenues has reduced Treasury issuance…
Short term rates in the Treasury money markets have remained near their highs despite the Fed announcing a less tight monetary policy, and despite a…
Beware! March withholding tax collections were strong, but excise taxes were weak. Click here to download the report (Subscribers Only) Not a subscriber yet? Get…
The Fed’s balance sheet is shrinking, but bank lending for speculative purposes has soared. That is supporting financial asset price inflation. That’s dangerous. This report…
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