Author: stanziebenz
Market Roadmap / Insights – (05/02/2024)
As of 05/02/2024 NY Market close, lagged net liquidity’s trend stays down into 05/10 followed by a decent single day…
Read MoreMarket Roadmap / Insights – (04/30/2024)
As of 04/30/2024 NY Market close, lagged net liquidity’s trend stays down into 05/09 at least. We continue to see…
Read MoreMarket Roadmap / Insights – (04/25/2024)
As of 04/25/2024 NY Market close, lagged net liquidity’s trend stays down into 05/03 at least. The divergence between liquidity…
Read MoreMarket Roadmap / Insights – (04/23/2024)
As of 04/23/2024 NY Market close, lagged net liquidity’s trend stays down into 05/01 at least. The divergence between liquidity…
Read MoreMarket Roadmap / Insights – (04/18/2024)
As of 04/18/2024 NY Market close, lagged net liquidity’s trend stays down into 04/26 at least. The divergence between liquidity…
Read MoreMarket Roadmap / Insights – (04/16/2024)
As of 04/16/2024 NY Market close, lagged net liquidity’s trend stays down into 04/24 at least. The divergence between liquidity…
Read MoreMarket Roadmap / Insights – (04/11/2024)
As of 04/11/2024 NY Market close, lagged net liquidity’s trend stays down into 04/19 at least, with a 1 day…
Read MoreMarket Roadmap / Insights – (04/09/2024)
As of 04/09/2024 NY Market close, lagged net liquidity’s trend stays down into 04/17 at least, with a 1 day…
Read MoreCPI Outlook and Plan– (04/08/2024)
In last month’s CPI release, I had predicted a hot core CPI and at-expectation or slightly hot headline CPI. We…
Read MoreMarket Roadmap / Insights – (04/04/2024)
As of 04/02/2024 NY Market close, lagged net liquidity’s trend stays down into 04/11 at least, with a 1 day…
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