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Liquidity land is not looking so great. pic.twitter.com/A3n7o6XqcA — Michael J. Kramer (@MichaelMOTTCM) November 14, 2025 USD Basis SwapFloating / Floating Reference:SOFR VS FEDFUNDSUnderlying1: USDSOFR= 4Underlying2: USONFFE= –Parent RIC: USDSRFFBSIM=FMD — Michael J. Kramer (@MichaelMOTTCM) November 14, 2025
REMINDER 🚨 🇺🇸 Treasury will start injecting liquidity within 2-3 days. JP Morgan expects nearly $300B in liquidity injection by mid-December. pic.twitter.com/pj07nhcyC5 — Ash Crypto (@AshCrypto) November 14, 2025 very ugly premarkets 3 reasons it seems like the wind is …
The Fed just triggered a liquidity crisis. And I can prove it with three charts. But this isn’t just about repo markets or bank reserves. This is the moment the Fed loses control – and they know it. By the …
This is not accumulation season. This is musical chairs. This whale just withdrew another $213,730,000 in $ETH. He now holds $1,380,000,000 in Ethereum. https://t.co/DEL2BZNbMV pic.twitter.com/DItac0Fuoy — Ted (@TedPillows) November 11, 2025 This is a WEEKLY rising wedge for Bitcoin It …
SOFR rate is plunging which means liquidity is flush throughout the system. Ignore all of the other noise around $2000 stimmies and the end of the shutdown. This surge in liquidity alone will push equities and gold higher at least …
Margin Debt Exceeds $1Trillion. Can you Imagine the Magnitude of the Crash if there is low or no Exiting Liquidity? byu/Hephaestus4 inWallstreetsilver Visual Representation of the Nasdaq 100 and Crowded AI Trades! byu/Hephaestus4 inWallstreetsilver Chairman of UBS Group AG warns …
The meeting, though without a formal agenda, is expected to focus on current market conditions, say sources The Reserve Bank of India will meet select primary dealers and banks on Tuesday, three traders aware of the developments told Reuters, amid …
by Michael What is the Fed not telling us? The numbers clearly indicate that big trouble is brewing in the banking system. I wish that I could specifically tell you which banks are in the most trouble, but at this …
$11.5B of emergency liquidity support from the BOJ 🇯🇵while the financial system was asking for $30B 🙊 £3.8B (~$5B) of help from BOE 🇬🇧 Indexed Long Term Repo Open Market Operations $7.753B from the Federal Reserve 🇺🇸 $24B+ to keep …
Absolutely agree! It is much much worse …. right now…. and we are getting closer to the beginning of it. The Financial World is again arrogant and blind. Its disciples again believe that “liquidity” can solve everything. Market can hold …
Money market funds just hit an all-time high of $7.4 TRILLION 99% chance the Fed cuts rates in 6 days. Rate cuts will push treasury holders to seek more risk, driving liquidity into Bitcoin and other assets Liquidity tsunami incoming …
Something broke again in the banking system today. The headlines say regional banks fell because of a few bad loans. That is not the real story. Zions Bancorporation confessed to a $50 million loss on two California loans, and Western …
Chapter 7 Individual Bankruptcy Filings Jump 15 Percent In First 9 Months Of 2025 — NewsWire (@NewsWire_US) October 6, 2025 A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in …
BREAKING NEWS THE INTERNATIONAL MONETARY FUND IS WARNING BANKS AND SUPERVISORS OF LIQUIDITY RISKS IN $9.6 TRILLION FX MARKET Nothing to see here… — Gold Telegraph ⚡ (@GoldTelegraph_) October 7, 2025 LONDON (Reuters) -Financial institutions that dominate the $9.6 trillion …
The market cannot go down with this type of liquidity injection Like a junkie injecting heroin pic.twitter.com/Eo7J8NkTdG — High Risk T (@HighRiskT) October 3, 2025
The Fed is quietly walking a knife’s edge and everyone will feel it soon. Quantitative tightening emptied the ON RRP cushion, leaving banks exposed the same way they were in 2019, and that means every Treasury move now hits reserves …
This is a shocking chart. It’s foreign owned U.S. Treasuries held by the Federal Reserve. Every drop has been a liquidity crisis. When foreign governments or banks need Dollars the Treasuries exit. It’s now lower than the depths of the …
Less than 14bn$ of “cash on the sidelines” are left in the US. When this hits zero banks will start to borrow liquidity regularly from the FED REPO facility because there isn’t much left in the open market. The FED …
“Wknd thought: Very Long Thread on System Liquidity Some see a raging bull market. I see a system exhausting every last bit of available liquidity for one final dance. Those who argue bullishness on solvency (pointing to high aggregate household …
Liquidity can’t stop a business cycle that’s already turning. Weak growth is the warning shot before the crash. When the cycle breaks, stocks don’t get “saved.” They get crushed. "Liquidity cannot stand the turn of the Business Cycle" (no matter …
Unlike the 2008 crash, where lies were exposed, today’s central bankers pump liquidity to fake prosperity, propping up stocks while economy craters. Politicians nod along, ignoring the rot as markets dance on borrowed time. The system’s not clueless, it’s complicit. …
This isn’t a question of ‘paper hands.’ The O/N RRP is now fully drained – something we haven’t seen since it surged in 2021. Thus, unless the Fed abruptly abandons QT & reverts to QE, US liquidity is going to …
https://twitter.com/Notbullnorbear/status/1958221007820300469 Think of the Reverse Repo Facility (RRP) as the Fed’s overnight parking garage for cash. Funds drive in with dollars, the Fed hands them Treasuries as a claim ticket, and the next day they swap back with a little …
via GLP: A friend of a family member (big bank exec) just warned me – something very ugly is about to break Ok, I don’t usually post this kinda thing but after talking with a person acquainted with my family …
In July 2025, 71 large US companies filed for bankruptcy. That is the highest monthly total since the pandemic lockdown peak in 2020. June saw 66 filings, and May had 64. Source: https://x.com/KobeissiLetter/status/1955262243320541630 The year-to-date total now stands at 446 …
The Fed is back in the bond market. No cameras. No policy announcement. Just $43.6 billion in U.S. Treasuries scooped up in a single week. In May 2025, the Fed quietly bought $43.6 billion through its System Open Market Account …
Bitcoin is the most sensitive asset to future expectations of liquidity. https://t.co/BBAvbXcSzQ — 𝗡𝗲𝗴𝗲𝗻𝘁𝗿𝗼𝗽𝗶𝗰 (@Negentropic_) August 9, 2025
The Fed’s Reverse Repo Facility balance fell to just $78.1 billion on August 7, 2025. This shows banks are pulling money out of the Fed, holding onto cash instead of lending or investing. “The Fed’s Reverse Repo Facility (RRP) balance …
The Fed’s choice to hold rates high is often misunderstood. It removes dollars from circulation, balancing the impact of tariffs and fewer global trades. Liquidity dries up, which means stocks lose their usual momentum. Investors turn to bonds instead, pushing …
