Menu Close

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 Budget Data is a Bad News-Bad News Story

Tax collections were strong in May except for a dip that coincided with the Nonfarm Payrolls survey. Here’s why that’s unequivocally bad news for the markets and why you need to get ready for a delayed shock reaction.

Click here to download the report (Subscribers Only)

One Month Free Trial and 90 days risk free if you subscribe today! 

Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.  New subscribers can join by 5:00 PM Pacific Time Friday, June 14 and get the first month free! Free first month, and 90 day risk free trial offer is for first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date.

Federal Tax Data for May Says Beware of Jobs Surprise

Tax collections suggest jobs and other economic data for May will surprise the market.

Click here to download the report (Subscribers Only)

One Month Free Trial and 90 days risk free. 

Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days!

Satisfaction guaranteed or your money back. 

Subscribe by 11:59 PM Pacific Time Tuesday, June 4 and get the first month free!

This offer applies to first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date. The first 90 days from initial signup are risk free for first time subscribers.

Primary Dealer Positions Bulging, Bloated, and Overstuffed, Could Explode

Primary Dealer positions are record long, record leveraged, and record dangerous.

Click here to download the report (Subscribers Only)

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.

Subscribe by 11:59 PM Pacific Time Wednesday, May 22 and get the first month free!

Free first month, and 90 day risk free trial offer is for first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date.

Ticking Time Bomb In The Treasury Market Could Blow Up The World

The Treasury market will look very bullish for a little while. But the aftermath of the forces that look bullish now, will be terrible. Here’s why.

Click here to download the report (Subscribers Only)

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.

Subscribe by 11:59 PM Pacific Time Monday, May 20 and get the first month free! Free first month, and 90 day risk free trial offer is for first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date.

Treasury Boosts Market With Paydowns Now, But You’ll Be the One Paying the Piper Later

The 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 the bill later, in the form of falling prices.

Click here to download the report (Subscribers Only)

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.  

Federal Budget Data Reveals Growth But Hides Ticking Time Bomb

Withholding Tax Chart - Full sized in report

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 download the report (Subscribers Only)

One Month Free Trial and 90 days risk free for first time subscribers if you subscribe today! 

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.  Choose from 3 services or try all 3! Subscribe by 11:59 PM Pacific Time Monday, May 13 and get the first month free! Free first month, and 90 day risk free trial offer is for first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date.

Current Federal Withholding Tax Collection Data Give Fed No Excuse To Ease

Withholding Tax Chart - Full sized in report

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 for first time subscribers if you subscribe today! 

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.  Choose from 3 services or try all 3! Subscribe by 11:59 PM Pacific Time Thursday, May 9 and get the first month free!

This offer applies to first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date. The first 90 days from initial signup are risk free for first time subscribers.

Primary Dealer Positions Are a Black Cloud Over the Market

Click to subscribe and view updated full sized charts in report.
Click to subscribe and view current, updated full sized charts in report.

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 Only)

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back. Subscribe by 11:59 PM Pacific Time, Monday, April 22 and get 15% off the published price. Applies to the initial price and all renewals. Price will be adjusted after order completion.

Beware of these Warning Signals on Treasuries

Subscribe to view this chart full size in the report.

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)

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back. Subscribe by 11:59 PM Pacific Time, Wednesday, April 17 and get 15% off the published price. Applies to the initial price and all renewals. Price will be adjusted after order completion.

Federal Revenue Growth Gives Fed No Excuses, But Economic Strength May Be an Illusion

Federal Deficit Chart- Availble full size in the reportFederal tax collection data for March showed modest economic growth but continuing wide Federal budget deficits. An uptick in nominal revenues has reduced Treasury issuance for the time being. But the revenue windfall will be counted and in the books by mid May. After that, things will change. Here’s what to expect and a recommended investment approach.

Click here to download the report (Subscribers Only)

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back. Subscribe by 11:59 Pacific Time, Saturday April 13, and get 20% off the regular price including all renewals. Price will be adjusted after order completion.