Author: stanziebenz
Short-Term Liquidity/Market Projection – (12/21/2023)
As of 12/21/2023 NY Market close, we continue to see liquidity showing a choppy path into 12/28 before a sustained…
Read MoreShort-Term Liquidity/Market Projection – (12/19/2023)
As of 12/19/2023 NY Market close, the disconnect between equities and liquidity remains. Liquidity is very choppy for the coming…
Read MoreShort-Term Liquidity/Market Projection – (12/14/2023)
As of 12/14/2023 NY Market close, we are extremely diverged above where net liquidity points. Technically, we do see liquidity…
Read MoreShort-Term Liquidity/Market Projection – (12/12/2023)
As of 12/12/2023 NY Market close, we see liquidity still trending down into end of week followed by a change…
Read MoreCPI Outlook and Plan– (12/10/2023)
In last month’s CPI release, we saw both headline and core CPI come down when compared to the prior month.…
Read MoreShort-Term Liquidity/Market Projection – (12/07/2023)
As of 12/7/2023 NY Market close, we see liquidity still trending down into 12/15 Market close. We do see liquidity…
Read MoreShort-Term Liquidity/Market Projection – (12/05/2023)
As of 12/5/2023 NY Market close, we see liquidity trending down into 12/15 Market close. Although near-term net liquidity has…
Read MoreShort-Term Liquidity/Market Projection – (11/30/2023)
As of 11/30/2023 NY Market close, we see liquidity trending down into 12/12 Market close. Lagged net liquidity has fallen…
Read MoreShort-Term Liquidity/Market Projection – (11/28/2023)
As of 11/28/2023 NY Market close, we see liquidity trending down into 12/11 Market close. We see Fed Credit supporting…
Read MoreShort-Term Liquidity/Market Projection – (11/24/2023)
As of 11/24/2023 NY Market close, we see liquidity remaining very choppy going into month end, followed by a few…
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