Money Watch: Trillions of USDs Are Waiting to Be Unleashed
Money trends were abysmal for most parts of 2022 and the early parts of 2023, but we are starting to see interesting trends arising in the global...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
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US Liquidity & Debt Watch: Yellen to Decide the QT Tapering Timing Tomorrow
Yesterday, the US Treasury revealed the issuance targets for Q1 and Q2. The net addition to marketable debt is $760 billion for Q1. While this is...
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USD Liquidity Watch: Treasury Selling Due to Bank Reserves Influx?
There are signs of increasing liquidity stress in US Treasury markets again, but how is that possible during a regime of increasing bank reserves...
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