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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!

Federal Revenues Grew Slower, Spending Faster in December

Federal tax collections were a bit softer in December than in recent months, but overall were in the same growth path as throughout the past year. That signals that the US economy isn’t doing much differently than the pace it has been for the past several years. Here’s why that’s still bad news, and what you should do about it.

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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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