Author: stanziebenz
Short-Term Liquidity/Market Projection – (09/28/2023)
As of 09/28/2023 NY Market close, the lagged impacts of net liquidity show that liquidity trends up into 10/09 market…
Read MoreShort-Term Liquidity/Market Projection – (09/26/2023)
As of 09/26/2023 NY Market close, the lagged impacts of net liquidity show that liquidity trends up into 10/09 market…
Read MoreShort Term Yield Outlook – (09/24/2023)
Firstly, I recommend going back and reading my previous Yield Outlook document under the Miscellaneous tab to get an understanding…
Read MoreMedium/Longer Term Market Views – (09/23/2023)
My long-term views have not shifted much since my last update on them in July, but I will show how…
Read MoreShort-Term Liquidity/Market Projection – (09/21/2023)
As of 09/21/2023 NY Market close, the lagged impacts of net liquidity show that liquidity has hit a trough after…
Read MoreShort-Term Liquidity/Market Projection – (09/19/2023)
As of 09/19/2023 NY Market close, the lagged impacts of net liquidity show another day or so until we see…
Read MoreShort-Term Liquidity/Market Projection – (09/14/2023)
As of 09/14/2023 NY Market close, the lagged impacts of net liquidity show that the original liquidity formulation suggests liquidity…
Read MoreShort-Term Liquidity/Market Projection – (09/12/2023)
As of 09/12/2023 NY Market close, the lagged impacts of net liquidity show that the original liquidity formulation suggests liquidity…
Read MoreCPI Outlook and Plan– (09/11/2023)
We correctly predicted a hotter-than-previous-month CPI for last month in the previous roadmap. The leading metrics I rely on to…
Read MoreShort-Term Liquidity/Market Projection – (09/07/2023)
As of 09/07/2023 NY Market close, the lagged impacts of net liquidity show that the original liquidity formulation suggests an…
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