liquidity

Big time liquidity crunch coming.

So much for going to bed early…WTAF!?!?! Who barfed up a hairball in Japan? pic.twitter.com/KOqSdoEdW8 — RealJohnGaltFLA (@RealJohnGaltFla) April 1, 2025 Ummm, part 2…6 month blew out also pic.twitter.com/U79bulRkEz — RealJohnGaltFLA (@RealJohnGaltFla) April 1, 2025 🚨 U.S. 3 Month Yield just jumped to 4.82% 👀 A 12% gap up! https://t.co/uJAVCSFbIa pic.twitter.com/tkKsZ9y6y3 — Financelot (@FinanceLancelot) April …

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Bitcoin braces for a sharp move—China liquidity signals a coming drop

Bitcoin is about to make a big move. And according to china liquidity injection, is to the downside. pic.twitter.com/lO5XrNFgR2 — Guilherme Tavares (@i3_invest) March 27, 2025 Bitcoin Mauling season on approach. pic.twitter.com/v1IkbAhCTz — The Great Martis (@great_martis) March 26, 2025 Trying to pump bitcoin with rumours 😂😂 The cult is relentless. https://t.co/kAveiDRf5R — The Great …

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Option pricing reveals deep market anxiety. Puts outprice calls by 1000%. Thin liquidity exposed as money funnels into few coins

June opex spx Call option 6500 strike $46.5June opex spx Call option 5500 strike $81.5 — Simon Says (@Seniorstrategen) January 18, 2025 It's a pretty huge sign the doors are closing in tbh When you see this and all the coins are red, and everything is being funneled into like 3 coins, you start to …

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“If liquidity goes down at all in 2025, markets will crash.”… “There is one of the greatest global refinancing needs we’ve ever seen (in 2025).”

"If liquidity goes down at all in 2025, markets will crash." "There is one of the greatest global refinancing needs we've ever seen (in 2025)."https://t.co/RhEWHGaktg https://t.co/loBTMTxtqp pic.twitter.com/C6vA0uhbMW — Financelot (@FinanceLancelot) January 16, 2025 https://twitter.com/leadlagreport/status/1879829865047949643

Central banks pulled liquidity, and Apollo sees a 40% chance of rate hikes next year. Commodity prices are surging, with the CRB Index hitting its highest level in 14 years

Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …

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Fed liquidity drops $409bn, hitting lowest since December 2022. Reverse Repo increased $213bn on December 31 for window-dressing. Fed liquidity will decline, stressing funding markets until mid-2025.

From my perspective, the main takeaway is that Fed liquidity has been locked into a “stair-stepping downwards” pattern since April 2024. Starting from a new lower base at the beginning of every quarter. The “stealth QE” that occurred during 2023 is now being wiped away. From now on, Fed liquidity will likely continue to generally …

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FED to inject additional overnight liquidity for the next 4 days

FED to inject additional overnight liquidity for the next 4 days… ⬇️ https://t.co/yevigWhCa5 pic.twitter.com/gffxUFgmXE — Chad Steingraber (@ChadSteingraber) December 30, 2024 A key risk for the market is that if repo rates again surge unexpectedly, and dealers aren’t in a position to step in, hedge funds may not have properly factored in that risk, triggering …

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Just in time for the inauguration: The Fed is deliberately tightening liquidity in the system

Reverse repo surges $72BN to $268.7BN for year-end window dressing. Funding market spreads already had blown out to 3 month highs amid spike in repo tightness pic.twitter.com/wyBoMBEPN8 — zerohedge (@zerohedge) December 27, 2024 The Federal Reserve's emergency Bank Term Funding Program dropped to $5 billion this week. It'll be $0 in January. pic.twitter.com/md8wCxDkVv — Financelot …

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Liquidity is drying up as rates explode higher. The selloff is accelerating rapidly. $VIX is now up 25%!

BREAKING: #Bitcoin tumbles under 94K. pic.twitter.com/sn0IuI52Qv — Jacob King (@JacobKinge) December 27, 2024 They need liquidity 😈 — TrippyMike (@TrippyMike_TC) December 27, 2024 The market woke up and realized rates are high, liquidity is drying up and Powell is still serious about not cutting as much as what is desired. NASDAQ down over 2% S&P …

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The West is currently obsessed with digital wealth. The East is fixated on hard assets. Liquidity finally starting to move away from utter nonsense?

Liquidity finally starting to move away from utter nonsense? 🥹 https://t.co/2XcGNGNOpi pic.twitter.com/sJ5lZoqTQb — JustDario 🏊‍♂️ (@DarioCpx) December 23, 2024 The United States is making many threats, blind to the Eastern world’s focus on consolidating power through its supply chains. The West is currently obsessed with digital wealth. The East is fixated on hard assets. These …

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The combination of the Fed’s rate cuts and a drop in RRP usage could set the stage for liquidity strains, potentially leading to another repo crisis similar to what happened in 2019.

As expected, RRPs are down again, now below $100 billion as Fed's rate cut has reduced incentive to park liquidity at this facility; we'll be seeing repurchase agreements ramping up in the New Year and then the '19 repo crisis may repeat: https://t.co/lboowxcZmU pic.twitter.com/8S4dLXHCjb — E.J. Antoni, Ph.D. (@RealEJAntoni) December 20, 2024

Fed injects $100 million into banking system as liquidity crisis worsens. If unemployment rises in Q1, we face dotcom-style valuations and real estate risks.

Fed injected 100million into the banking system this morning. Its probably nothin. pic.twitter.com/HzOJdkbUZW — The Great Martis (@great_martis) December 10, 2024 They injected 2.3billion back few weeks ago. Ongoing liquidity crisis that will get extremely worse. — The Great Martis (@great_martis) December 10, 2024 The blood indicator is VERY close to cross its 100-week MA. …

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This market is so decadent & depraved even tragedies are bullish. Costco’s price-to-earnings ratio currently stands at 60. Liquidity is deteriorating.

https://twitter.com/NorthmanTrader/status/1864324436553290006 Costco's price-to-earnings ratio currently stands at 60. Let that marinate. — The Great Martis (@great_martis) December 4, 2024 The headlines say the market is surging due to CRM (Salesforce) earnings. Which is now a Dow stock:https://t.co/aS0saFoPxb The Cloud Computing sector is going late stage parabolic. The most since Biden was elected. But, way ahead …

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Eurozone spreads signal liquidity crisis; ECB’s proactive response remains uncertain.

Current #eurozone spread blow-out should not be read through lens of 2012 #eurocrisis. Unlike in 2012, swap spreads of all sovereign bonds (incl. germany) are moving in same direction = rising basis for #eurozone as a whole. This pattern is closer to #GFC style liquidity crisis.… pic.twitter.com/OBsziN45gx — 🏳️‍🌈 Patrick Krizan 🇺🇦 (@PatrickKrizan) December 3, …

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Market leverage mirrors GFC levels; Japan’s moves could drain U.S. liquidity; Central banks contract simultaneously for the first time.

This market is close to breaking point. There is now so much leverage that futures-implied equity financing costs are at the same spread to SOFR as during the height of the GFC. And Japan is about to suck a couple hundred billion of levered balance sheet out of US money markets. And this is not …

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German swap spreads collapsing signals market fears of a prolonged recession and liquidity issues.

Collapse in #German Swap Spread not due to fiscal risk, but to markets position for longer recessionary period while facing #liquidity issues. Swap spreads falling to zero and strong bull steepening was last observed in 2008 #GFC. German interest rates set alarm bells ringing. Collapse in #German Swap Spread not due to fiscal risk, but …

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Euro swap cash basis turns negative, signaling liquidity crisis and looming economic trouble.

THE EURO SWAP CASH BASIS HAS JUST WENT NEGATIVE FOR THE VERY FIRST TIME SINCE 1999 WHENEVER THIS GOES NEGATIVE IT MEANS THAT WE ARE EXPERIENCING LIQUIDITY ISSUES, ECONOMIC UNCERTAINTY AND OVERALL MAJOR ECONOMIC PROBLEMS THIS BUBBLE IS ABOUT TO POP… This is incredible – simultaneously… pic.twitter.com/B3APANZ7fm — fuzzyfacts (@CostcoPM) November 10, 2024 Dow Jones …

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RRP volume approaches zero, signaling market’s urgent need for liquidity that was in the RRP to fund Treasury supply.

#recession … #Global $USD #Liquidity Squeeze edition https://t.co/33Ts5hbVHb pic.twitter.com/pc9KFHqddF — Invariant Perspective (@InvariantPersp1) October 31, 2024 It's end of month and we should be seeing more cash piling up on the sidelines (sometimes referred to as window dressing) but instead RRPs have plunged this week, down $50 billion to just $201 – why is no …

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Global Central Bank Liquidity is now on trend, implying we’re only 4 weeks away from a crisis… Is it time for a deeper pullback?

Global Central Bank Liquidity is now on trend, implying we're only 4 weeks away from a crisis. https://t.co/5mEWN5sH0i pic.twitter.com/d4iqi4j5MQ — Financelot (@FinanceLancelot) October 24, 2024 VIX action is operating from a much higher base than the 1H 2024 days. Gaps & dips. pic.twitter.com/w1Tvszo2PV — Don Johnson (@DonMiami3) October 24, 2024 Is it time for a …

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Global liquidity enters a bullish phase; gold forms inside bar, primed for breakout.

Global Liquidity entering the next bullish phase in a long-term cycle pic.twitter.com/sGPKyymZZh — Barchart (@Barchart) October 6, 2024 #GOLD formed another inside bar and is poised for its next big move. However, it needs to break above record levels to confirm the setup.#XAUUSD pic.twitter.com/pPRpRlyxj7 — Gold Predictors (@GoldPredictors) October 5, 2024 Another inside bar in …

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Global net liquidity is exploding… A $2.35 trillion bank bailout in stealth quantitative easing.

Global net liquidity is exploding. This means unprecedented monetary destruction, economic secular stagnation, and risky assets' expansion. via Bloomberg pic.twitter.com/sA1jRMjWSC — Daniel Lacalle (@dlacalle_IA) September 29, 2024 #recession … Global $USD #Liquidity Squeeze edition From $238 billion to $465 billion in just two weeks during the run up to September quarter-end. 👀 pic.twitter.com/JNDe0J0r7n — Invariant …

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Warren Buffett is hoarding more cash… Is something going to crack in the markets soon as liquidity falls?

THIS IS INCREDIBLE: Warren Buffet's Berkshire Hathaway cash as % of total assets SKYROCKETED to 25.0% in Q2 2024, above the Q2 2005 high of 24.5%. Back then Buffett’s level of cash stayed elevated until the end of 2007 when the Great Recession started👇https://t.co/jCbnGnUoe3 — Global Markets Investor (@GlobalMktObserv) September 17, 2024 ⚠️FED'S BALANCE SHEET …

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Country Garden’s Home Sales Tank 57% as Liquidity Stress Worsens

Country Garden Holdings Co.’s sales slump dragged on in August, exacerbating the Chinese developer’s liquidity woes as it battles a wind-up petition. Contracted sales for August declined 57% from a year earlier to 3.43 billion yuan ($483 million), following a 72% drop in July, according to an exchange filing on Thursday. The poor sales underscore …

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What Is Liquidity, and Why Is Liquidity Important?

Liquidity is an overlooked characteristic of all sorts of investments, but a very important one. Liquidity is a measure of just how easy or hard it is to convert any asset into… By Peter Reagan, for Birch Gold Group Key Takeaways In finance and economics, liquidity refers to how easily an asset can be converted into …

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