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Category: US Treasury Market and Tax Revenue Trends

Analysis of new Treasury supply and major demand market segments to estimate market liquidity impacts for bonds and stocks. Click here to subscribe. 90 day risk free trial!

Boffo Federal Revenues in December, But Deficit Was Insanely Huge

Federal tax collections were robust in November, signaling that the US economy is perking along. But Trump runs the Federal Goverment the way he ran his casinos into the ground.

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November Federal Revenues Grew, Shrinking The Deficit – Here’s What It Means

Federal tax collections were robust in November, signaling that the US economy is perking along. That has implications for the Treasury supply outlook, and consequently for investment strategy. It may not be what you think.

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They Say It’s Only The Plumbing – That’s A Laugh

The Wall Street captured media likes to tell us that there’s just a small plumbing problem in the money market.

But the fact is that it’s not a “little plumbing problem.”  It’s much bigger. The Fed knew it. You don’t pump $337 billlion in cash into the market in 2 months for nothing.

Here’s the big picture, and what comes next, like forever maybe.

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October Federal Deficit Grew, So Fed Monetizes Even More

Federal revenues fell in October for the first time since February. And outlays rose, widening the deficit. The Fed raised its ante in response. Here’s what this means and what you should do about it.

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US Government Defecates – Fed May Lose Control

The US Treasury daily tax data showed weak revenue and soaring outlays in October. The deficit is soaring, but the Fed is monetizing every penny of it and then some, leaving the Primary Dealers with plenty of cash.

Here’s why this is like the Fed piloting a Boeing 737 Max 800. It is exactly the same thing.

No. I mean it.

Seriously.

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Sudden Collapse in Demand for Treasuries Forced Fed to Massively Intervene

Private demand for US Treasury securities collapsed in September, forcing the Fed to first finance purchases, and then to buy Treasuries outright. The market is broke and broken, and that has yooge implications for you as an investor or trader.

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How Much QE Will Be Enough For Exploding Deficit Defecation?

The US Treasury daily tax data suggests that the US economy is at least slowing. That means already yooge deficits will grow. Treasury supply will grow with it. How much QE will be enough to keep asset prices inflated?

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Subscribe by 6:00 PM ET Wednesday,  October 9, and get the first month free!

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Treasury Supply Recedes, But Here’s Why The New Normal Is Scary

Net new Treasury supply is receding to the “new normal,” averaging around $100 billion per month. We know we have a problem when a hundred bill is “normal.”

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Subscribe by 4:00 PM ET Friday,  October 4, and get the first month free!

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The US Economy No Longer Matters – It’s The Debt, Stupid!

The game has changed radically in the past two weeks, so it does not matter one iota what the economy is doing. It’s the debt, Stupid. Or the stupid debt. Or the stupid economists, central bankers, and Wall Street crowd. Actually, it’s all of the above. Here’s why, and what  to do about it.

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