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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 …
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 …
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 …
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 …
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 …
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 …
If you needed any further proof of how banks are “fabricating deposits” via playing ping pong with cash between each other to hide their liquidity hemorrhage here you have it 👇🏻 No you aren’t having hallucinations: US banks alone lost …
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 …
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 …
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 …
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 …
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 …
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 …
https://twitter.com/JuliusMiami/status/1853859757011915236
#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 …
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 …
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 …
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 …
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 …
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 …
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 …
https://twitter.com/FinanceLancelot/status/1826800230911934687 pic.twitter.com/kjGOfTh9Fe — Financelot (@FinanceLancelot) August 23, 2024 "Housing supply is surging as a record number of buyers get cold feet amid sky-high prices" uhhhhh oh pic.twitter.com/nYAOp902BC — Darth Powell (@VladTheInflator) August 22, 2024
🚨HISTORIC DECLINE IN TRADING LIQUIDITY Bloomberg reports the two-week drop in the S&P liquidity index is the worst on record since 1996. “That’s pretty surprising given that conditions are nowhere near as bad as they were during the GFC or …
Gold prices refuse to sustain below $2,400/ounce The market is prepping for its next leap higher. Only a general market liquidity-crash can slow the bull down pic.twitter.com/14NTpO2Hvl — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) August 8, 2024 Inflation-adjusted US …
The “pain trade” is back… That means for traders it's a good time to consider smaller position sizing, wider stops and much more discerning execution. – Smaller size to reduce total exposure – Wider stops to account for illiquid, volatile …
This is awesome and a must watch. We’ve all been wondering where all of this liquidity is coming from in the markets. Stealth QE was being done somehow. Now we have the answer! It’s all in the Treasury increased t-bill …
The #BTFP is currently being drained as banks have to pay back their loans. This is now draining liquidity out of the markets. Here is what it means going forward and why the bank stocks have not fully crashed yet: …
Tech earnings are bracketed by Netflix this Thursday and Apple two weeks later with most of the other mega caps in between, except Nvidia which is off cycle. This earnings period is the lowest liquidity period of the year due …
Yet they are still allowed to do share buybacks and pay dividends with OUR taxpayer dollars. Why this doesn’t infuriate the country I’ll never understand. Just know that this is a giant scam funded by YOU and we do nothing …
BREAKING: Rosbank’s website is down. Customers can’t login. Multiple Russian banks are preventing clients from logging in because they don’t have liquidity to give clients their money, due to new US sanctions. Is this the start of a Russian bank …