Author: stanziebenz
Market Roadmap / Insights – (04/02/2024)
As of 04/02/2024 NY Market close, lagged net liquidity’s trend stays down into 04/10 at least, with a 1 day…
Read MoreMarket Roadmap / Insights – (03/28/2024)
As of 03/28/2024 NY Market close, lagged net liquidity drops.. once again, into 04/05/2024. The divergence between liquidity and equities…
Read MoreMarket Roadmap / Insights – (03/26/2024)
As of 03/26/2024 NY Market close, lagged net liquidity drops once again, this time in a significant way into 04/03/2024.…
Read MoreMarket Roadmap / Insights – (03/21/2024)
As of 03/21/2024 NY Market close, lagged net liquidity once again trends down into 03/28. The divergence between liquidity and…
Read MoreMarket Roadmap / Insights – (03/19/2024)
As of 03/19/2024 NY Market close, lagged net liquidity once again trends down into 03/27 (after a brief uptick). The…
Read MoreMarket Roadmap / Insights – (03/15/2024)
As of 03/15/2024 NY Market close, lagged net liquidity trends down into 03/20 before rising for a couple of days.…
Read MoreMarket Roadmap / Insights – (03/12/2024)
As of 03/12/2024 NY Market close, lagged net liquidity again trends down into 03/20 after putting a local top on…
Read MoreCPI Outlook and Plan– (3/11/2024)
In last month’s CPI release, I had predicted that both headline and core CPI would cool down from the previous…
Read MoreMarket Roadmap / Insights – (03/07/2024)
As of 03/07/2024 NY Market close, lagged net liquidity’s temporary bottom remains 03/08 followed by a few days of riding…
Read MoreMarket Roadmap / Insights – (03/05/2024)
As of 03/05/2024 NY Market close, lagged net liquidity dips into 03/08 and then puts in a temporary bottom. The…
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