What liquidity? HFTs have completely shut down liquidity.
https://twitter.com/zerohedge/status/1486154914808139781
liquidity
Fed tightening is causing liquidity to tighten further at a time when banks/institutions aren’t lending (Aka via reverse repo banks are sending years of QE $ back to the Fed) amid a death of investment/collateral
*The SPY in 2008 (right) vs 2022 (left) – Fed tightening is causing liquidity to tighten further at a time when banks/institutions aren’t lending (Aka via reverse repo banks are sending years of QE $ back to the Fed) amid …
Liquidity is reversing and while stocks haven’t responded yet, they eventually will.
Interesting chart from @jessefelder showing the annual return of the S&P 500 index versus a liquidity measure (M2-GDP). The message is important, #liquidity is reversing and while #stocks haven't responded yet, they eventually will. It's a point worth keeping an …
Similarly on the NYSE, we see this is the first time in 2021 that the overbought oscillator hasn’t led to a new high in the index…. Global $USD liquidity squeeze… Raising probability of US recession…
Similarly on the NYSE, we see this is the first time in 2021 that the overbought oscillator hasn't led to a new high in the index. pic.twitter.com/n05AGL1sm8 — Mac10 (@SuburbanDrone) December 27, 2021 Bulls, I have to admit that you …
Artificial #liquidity evaporating back to where it came from… thin air!
#recession … #StockMarket #Bubble edition Artificial #liquidity evaporating back to where it came from… thin air! https://t.co/N1jWydO8eY — Invariant Perspective (@InvariantPersp1) December 21, 2021 History rhyming again a century laterhttps://t.co/XoKy1609Mu pic.twitter.com/k9lCR6yLTW — Invariant Perspective (@InvariantPersp1) December 21, 2021
Signs of the liquidity crisis: 18% drop in BTC price traced to around 1500-4000 BTC being cashed out
The price of bitcoin plummeted early Saturday, falling nearly $10,000 in roughly an hour to a temporary low of $42,000 before bouncing up to $45,000. Bitcoin has fallen some $15,000 over the past 24 hours. Ether, the second-largest cryptocurrency by …
Alarm! Treasury Dealer Short Positions Another Red Flag for Liquidity As Stock Market Surges On Realization The Fed May NOT Taper (And Fausti Oversold Omicron Threat)
by confoundedinterest17 Alarm! (Bloomberg) — The recent drop in primary-dealer holdings of front-end Treasuries is another warning of potential market dislocation heading into the year-end liquidity vacuum. As of Nov. 24, primary dealers — which are mostly the large banks — were on the …
US markets continue to get weaker and more fragile. Liquidity continues to concentrate off exchange.
US markets continue to get weaker and more fragile. Liquidity continues to concentrate off exchange. This issue gets ignored during big bull runs but will become acute as soon as the selling starts. Feedback loops will be disastrous. pic.twitter.com/KAChQTtEE3 — …
Commodities beginning to unwind as growth erodes… Liquidity slowing
*Commodities beginning to unwind as growth erodes IMO this is why I’ve been short commodities – w/o China’s credit-driven property development sector, global growth + demand will fade Not to mention global liquidity’s plunged YTD But still – supply issues …
Global Economic Momentum Still Falling…. Liquidity Is Slowing… Rate Hikes At The Fastest Pace Since 2011 In Em Space!
Our latest daily #World #economy read. Economic momentum still falling…. pic.twitter.com/Q0UasVwayEact@liquidity.com for regular upfront reports — CrossBorder Capital/ GLIndexes (@crossbordercap) October 21, 2021 Global #Liquidity is slowing not collapsing, but still this slowdown is risky for World #stockmarkets (MSCI$)…. pic.twitter.com/2L92Go9r9w …
Global Liquidity vs. Reflation
Chris Puplava, CIO of Financial Sense Wealth Management, discusses the ‘reflation trade’ and how this relates to the yield curve, currencies, and particularly global liquidity.
Liquidity drying up? Like the 08 crash? You don’t say!
by Freezie–POP TLDR: basically what I got from the full article is RETAIL should be grateful for MMs giving liquidity. So retail can sell when they want to …. Yea ok. That without synthetic shares uhhh I mean liquidity the …
So… USD liquidity fell JUST -3.4% in just over a half a month to today, or $138bn, from all time highs, and the stock market completely fell apart.
So… USD liquidity fell JUST -3.4% in just over a half a month to today, or $138bn, from all time highs, and the stock market completely fell apart. What happens, I wonder, when liquidity normalizes – i.e., pre-COVID liquidity levels …
Global liquidity via central banks has already peaked and now in sharp decline ~ indicating world business conditions and growth to follow downwards
*Global liquidity via central banks has already peaked and now in sharp decline ~ indicating world business conditions and growth to follow downwards The rate of change is what matters – thus w/ liquidity in steep decline = increasing …
Adding perspective to this Bull Market Again looks like a liquidity story. More QE = bigger wealth gains. Surely has to stop!
Adding perspective to this #bullmarket Again looks like a #liquidity story. More #QE = bigger wealth gains. Surely has to stop! pic.twitter.com/cvkmRMI1da — CrossBorder Capital/ GLIndexes (@crossbordercap) September 5, 2021 Temporary stop likely, but permanent stop impossible. Evidence over last …
We are reaching the point of no liquidity…
We are reaching the point of no liquidity. pic.twitter.com/eqSuej4yGi — Mac10 (@SuburbanDrone) August 25, 2021 Earnings Revisions going 🚀 pic.twitter.com/LcX4gtuWpO — Win Smart, CFA (@WinfieldSmart) August 26, 2021 $spx all time highs pic.twitter.com/pboxKOYV9M — Álvaro Oviedo (@alvoviedo) August 25, 2021 …
Economy skidding lower, in-line with slowing liquidity…
Latest data from Philly Fed and NYFed Empire State surveys (combined) show #economy skidding lower, in-line with slowing #Liquidity data. Watch out for the #taper ! pic.twitter.com/TMnsknnVYD — CrossBorder Capital/ GLIndexes (@crossbordercap) August 19, 2021 Philly Fed Index continuing to …
Is it Time to Raise Cash? US and Global Liquidity Update
The financial markets, inflation, and liquidity are all tied together and there are growing signs that investors may want to prepare for volatility ahead. Chris Puplava, CIO of Financial Sense Wealth Management, examines the relationship between the S&P 500 and …
Circuit Breaker In China TRIPS as Liquidity Dries Up! Watch for THIS Indicator
Infrastructure bill is moving through and it’s $1.2 trillion. Credit markets are highly risky today and it doesn’t seem to come up on the radar of the regulators. What else is new? Real estate continues to increase in price right …
Jim Rickards: A Global Liquidity Crisis Is Underway
BY JAMES RICKARDS I’ve been analyzing currency wars for years. In fact, I’ve written a book called Currency Wars, so I have some expertise in the subject. A new front in the currency wars is emerging, but it has not yet …
Peak liquidity…peak economy … peak profits?
Peak #liquidity…peak economy … peak profits? @johnauthers @ttmygh @fleckcap @gnoble79 pic.twitter.com/dfOPFNlNmnact@liquidity.com for regular reports. — CrossBorder Capital/ GLIndexes (@crossbordercap) August 11, 2021 Latest data showing daily economic surprises…. pic.twitter.com/Nr4EKyAgmocontact act@liquidity.com for latest data…. — CrossBorder Capital/ GLIndexes (@crossbordercap) August 11, …
Future Trouble in Macro? Liquidity Traps and a Slowing Global Credit Impulse
Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets? Alfonso Peccatiello, fixed income investor and publisher of the Macro Compass, believes that’s possible. Peccatiello contends that inflation is indeed …
Liquidity Crisis: Wells Fargo & Repo Markets Sound Alarms
By Matthew Piepenburg Every financial crisis ultimately boils down to a liquidity crisis, namely: Not enough fiat dollars to keep the financial wheels sufficiently greased. Below, we look at two warning signs from Wells Fargo (NYSE: WFC) and the reverse repo …
Bubble going to burst? More $USD liquidity disappearing into the Fed RRP, counteracting QE and tightening financial conditions.
Very briefly and simplistically, more $USD #liquidity disappearing into the #Fed #RRP, counteracting #QE and tightening financial conditions. — Invariant Perspective (@InvariantPersp1) July 14, 2021 Around 675,000 AMC puts changed hands today, surpassing # of calls traded for the first …
Liquidity withdrawals can come in many different forms.
https://twitter.com/NorthmanTrader/status/1413147494083563527 Wells Fargo tells customers it’s shuttering all personal lines of credit The bank is shutting down all existing personal lines of credit in coming weeks and no longer offers the product, according to customer letters reviewed by CNBC. The …
Global growth momentum is peaking… Liquidity is slowing down… Central banks are all totally trapped
Global growth momentum is peaking… Remember, look no further than China for clues about where the global business cycle is headed. Slowdown should last well into 2022. https://t.co/wqBRffkI0t pic.twitter.com/XYu3i4gRsa — Julien Bittel, CFA (@BittelJulien) July 5, 2021 h/t @johnauthers #liquidity …
The Lifeline Of Markets – Liquidity Defined
Authored by Michael Lebowitz via RealInvestmentAdvice.com, We recently read an analogy in which the author compares the current state of asset prices to an airplane flying at 50,000 feet. Unfortunately, we cannot find the article and provide a link. The …
How Long? The S&P 500 And Global Liquidity (How Long Will It Last?)
by confoundedinterest17 The Eagles asked the question that applies to The Federal Reserve and global central banks? How long (can this keep up rate suppression and staggering asset purchases?) Here is a chart of the S&P 500 index versus global liquidity. Again, …
How Long? The S&P 500 And Global Liquidity (How Long Will It Last?)
by confoundedinterest17 The Eagles asked the question that applies to The Federal Reserve and global central banks? How long (can this keep up rate suppression and staggering asset purchases?) Here is a chart of the S&P 500 index versus global liquidity. Again, …