Author: stanziebenz
Short-Term Liquidity/Market Projection – (01/23/2024)
As of 01/23/2024 NY Market close, the disconnect between lagged net liquidity and equities is about as wide as it…
Read MoreShort-Term Liquidity/Market Projection – (01/18/2024)
As of 01/18/2024 NY Market close, we see that the bottoming effect on liquidity pointed out in the previous roadmap…
Read MoreShort-Term Liquidity/Market Projection – (01/16/2024)
As of 01/16/2024 NY Market close, we see liquidity showing a temporary bottoming effect around 1/25 (late next week). That…
Read MoreShort-Term Liquidity/Market Projection – (01/11/2024)
As of 01/11/2024 NY Market close, we see liquidity remaining in a downtrend until at least 01/23. We also see…
Read MoreCPI Outlook and Plan– (1/10/2024)
In last month’s CPI release, we saw core CPI remain sticky and headline CPI slightly above expectations. We were mostly…
Read MoreShort-Term Liquidity/Market Projection – (01/09/2024)
As of 01/09/2024 NY Market close, we continue to see liquidity trend down further into at least 01/18/2024. There is…
Read MoreShort-Term Liquidity/Market Projection – (01/04/2024)
As of 01/04/2024 NY Market close, we continue to see liquidity trend down further into at least 01/16/2024. There is…
Read MoreShort-Term Liquidity/Market Projection – (01/02/2024)
As of 01/02/2024 NY Market close, we continue to see liquidity trend down further. In parallel, we see equities forming…
Read MoreShort-Term Liquidity/Market Projection – (12/28/2023)
As of 12/28/2023 NY Market close, we are still hovering around the same area as yesterday. We now see liquidity…
Read MoreShort-Term Liquidity/Market Projection – (12/26/2023)
As of 12/26/2023 NY Market close, we continue to see liquidity being choppy for another couple days before a sustained…
Read More