Global liquidity conditions continue to suggest that US equities may need to catch down February 16, 2023 10:49 pm
The market is overbought heading into ANOTHER Fed rate hike, while the Fed takes liquidity down to ZERO. Today’s investors are not thinking about what could go wrong, only about what could go right… January 27, 2023 6:46 pmJanuary 26, 2023 10:51 am
The Global Liquidity game… a key driver of risk assets (crypto and equities) rise and fall. January 16, 2023 8:09 am
Let’s start 2023 with a liquidity crunch in credit markets December 31, 2022 7:28 pmDecember 30, 2022 12:51 pm
Global liquidity leads company earnings with a lag. The tightening in liquidity in 2022 has been like nothing we have seen for 30 years. Now we just wait for this to feed through to earnings. 2023 will be a year to remember… December 23, 2022 2:15 pm
FICC – MBS Alert! Capped Contingency Liquidity Facility (“CCLF®”) Reset Reminder and Adjustable Percentage Update FICC will change the adjustable percentage from 80% to 90% for purposes of calculating the Defined Capped Liquidity Amount December 22, 2022 11:49 am
Cryptos were only possible in a world awash in Yellen Bux liquidity, but now the party’s over, baggies. November 19, 2022 10:17 pm
U.S. banks are pulling liquidity out of Reverse Repo November 20, 2022 8:48 amNovember 18, 2022 7:16 pm
QT is sucking liquidity out of the the financial system – is the Wall Street-Federal Reserve Looting Syndicate setting up the next Great Muppet Reaping as the Fed’s asset bubbles & Ponzi markets implode? November 8, 2022 4:01 pm
Liquidity Crisis + Recession + Unrest – Will 2023 Be Worse Than 2008? | Jim Rickards November 3, 2022 6:38 pm
BofA: central banks are “petrified of market consequences of liquidity withdrawal,” BofA said. October 23, 2022 10:36 pm
There’s a lot more Wealth Destruction to go. The liquidity squeeze is just getting started. Forward EPS for global stocks are coming down. October 7, 2022 5:32 pmOctober 7, 2022 8:44 am
(ALERT!) Liquidity Crisis Is Getting Worse FASTER! Along With A Currency Crisis- ITS COMING APART. October 6, 2022 5:03 pm
Treasuries Liquidity Problem Exposes Fed to ‘Biggest Nightmare’ The latest bout of global financial volatility has heightened concerns about regulators’ continuing failure to resolve liquidity problems with US Treasuries, that serves as a benchmark October 6, 2022 3:04 pm
They know the shit is going to hit the fan so let’s try to boost their liquidity.. too late madame. Last week, institutional traders bought $8.1 billion worth of put options September 11, 2022 1:36 pmSeptember 10, 2022 10:57 am
Europe And China Are Experiencing An Unprecedented Liquidity Crisis. Nations Around The World Are Bracing For A Potential Sovereign Debt Crisis. Highest Number of S&P 500 Companies Citing “Recession” on Q2 Earnings Calls in Over 10 Years September 9, 2022 10:34 pmSeptember 9, 2022 3:40 pm
The domino’s of economic collapse, have already begun in China. Liquidity is all but gone. We are in the end game. September 5, 2022 6:46 am
