liquidity
Liquidity keep going lower…
Very crude chart of CB balance sheet based on data available on TradingView…..a 5% drop could easily be on the cards… with liquidity keep going lower and if SPX is reliant on liquidity. pic.twitter.com/y1h9oSxohi — Resh.btc MIQ/acc (@Sureshsinghn) May 26, …
A deep dive into the shrinking money supply: Banks get sweetheart programs from the liquidity fairy while households are forced to take on debt and in some instances DIE while being priced out of their lives in favor of rising interest rates to fight an inflation problem the Fed created.
by Dismal-Jellyfish Let’s get to it! M2 (U.S. money stock–currency and coins held by the non-bank public, checkable deposits, and travelers’ checks, plus savings deposits, small time deposits under 100k, and shares in retail money market funds) is decreasing: https://fred.stlouisfed.org/series/M2SL …
The liquidity index is dropping sharply, banks are failing…
The #liquidity index is dropping sharply as of the latest read, will the #market follow? pic.twitter.com/vLY2zfMu46 — Lance Roberts (@LanceRoberts) April 28, 2023 Govt & FDIC close First Republic Bank It's official, the 16th largest bank in the USA has …
US $24 Trillions Treasury Liquidity Index. SHTF but No one knows when. Better get out of the way.
by Hephaestus4 10-Year Treasury Constant Maturity Minus 3-Month Treasury Constant Maturity – ANYONE IS TERRYFYING OR JUST ME? Gold is Negative Divergence. Silver Soon to Follow. MACD/RSI and economic conditions Favor all assets Crash. Save your Fiat. Better Deals Ahead. …
“Godfather of Liquidity” now assumes liq to be slowing and not growing. ( dL/dt = r – k*L(t) )
by DesmondMilesDant Caption: Global Liquidity by Michael Howell from Crossborder Capital.
Credit Suisse borrowed far more from a central bank liquidity backstop than previously known. Who would have guessed?
Credit Suisse Group AG reported 61.2 billion francs ($69 billion) of outflows in the first quarter and took a large writedown at its wealth management unit, underscoring the challenge for UBS Group AG in retaining key clients and assets after …
$336.9408 billion as of 4/19 ($2,144 billion so far…): An update on the tools the Fed is using to give banks liquidity while ‘we’ get Inflation & Rate Hikes: Discount Window, Central Bank Liquidity Swaps, Bank Term Funding Program (BTFP), “Other credit extensions”, & “Foreign Official”
by Dismal-Jellyfish This week’s Fed balance Sheet: https://www.federalreserve.gov/releases/h41/20230420/ What we are monitoring: Discount Window/Primary Credit Central Bank Liquidity Swaps Bank Term Funding Program (BTFP) “Other credit extensions” “Foreign Official” Tool 3/15 3/22 3/29 4/5 4/12 4/19 Discount Window/Primary Credit …
They didn’t even get 2010 price for it. They need that liquidity
by BoatSurfer600 In the face of rising headwinds in the office market, Blackstone has unloaded two 13-story buildings in Southern California at a big discount. A joint venture between Barker Pacific Group (BPG) and Kingsbarn Realty Capital paid $82 million, …
The Fed is using to give banks liquidity while ‘we’ get Inflation & Rate Hikes. The liquidity is up to $1,464 billion as of 4/5.
by Dismal-Jellyfish https://www.federalreserve.gov/releases/h41/20230406/ What we are monitoring: Discount Window/Primary Credit Central Bank Liquidity Swaps Bank Term Funding Program (BTFP) “Other credit extensions” “Foreign Official” Tool 3/15 3/22 3/29 4/5 Discount Window/Primary Credit $152.85 billion $110.248 billion $88.157 billion $69.705 billion Central …
Not a ‘bailout’! $388.2475 billion in liquidity: A review of the tools the Fed is leveraging to provide banks liquidity while we get rate hikes: Discount Window, Central Bank Liquidity Swaps, Bank Term Funding Program (BTFP), “Other credit extensions”, and “Foreign Official”.
by Dismal-Jellyfish This week’s Fed balance Sheet: https://www.federalreserve.gov/releases/h41/20230330/ What we are monitoring: Discount Window/Primary Credit Central Bank Liquidity Swaps Bank Term Funding Program (BTFP) “Other credit extensions” “Foreign Official” Tool 3/15 3/22 3/29 Discount Window/Primary Credit $152.85 billion $110.248 billion …
Bank Of America Is Now Warning Of “LIQUIDITY CRISIS.” Completely FAKE GDP Number.
https://finance.yahoo.com/news/us-economy-faces-a-surprise-risk-as-markets-grapple-with-bank-crisis-morning-brief-093027400.html https://financialpost.com/pmn/business-pmn/yellen-says-u-s-bank-rules-may-be-too-loose-need-re-examination
Central Bank Liquidity Swap Operations Alert! The Fed provides (6) 7-day loan operations totaling $590,500,000 in Central Bank Liquidity Swaps to: Swiss National Bank (3 loans for $107 million) and the European Central Bank (3 loans for $483.5 million).
by Dismal-Jellyfish https://www.newyorkfed.org/markets/desk-operations/central-bank-liquidity-swap-operations Say hello again to Central Bank Liquidity Swaps! In April 2009, the Federal Reserve announced foreign-currency liquidity swap lines with the Bank of England, the European Central Bank, the Bank of Japan, and the Swiss National Bank. The Federal …
Fed balance sheet ticks up massively. Lots of banks wanted liquidity.
h/t ObiWanCanownme
Silicon Valley Bank Crisis: The Liquidity Crunch We Predicted Has Now Begun
By Brandon Smith There has been an avalanche of information and numerous theories circulating the past few days about the fate of a bank in California know as SVB (Silicon Valley Bank). SVB was the 16th largest bank in the US …
FRA-OIS spread has shot up… interbank liquidity is now freezing up.
by Infamous_Sympathy_91 Banks don’t want to lend to each other because they’re scared too.
BANK RUN USA PANIC – Second USA Bank Collapses in 3 Days, Run of Withdrawals Causes Liquidity Crisis
First Republic, Western Alliance seek to calm contagion worries from SVB meltdown March 10 (Reuters) – U.S. lenders First Republic Bank (FRC.N) and Western Alliance (WAL.N) said on Friday their liquidity and deposits remained strong, aiming to calm investors …
HY Bond A-D Line Showing Liquidity Problem
by Tom McClellan The SP500 broke out in 2023 above the year-long downtrend line that everyone has been watching, and has been struggling a little bit in February 2023 trying to extend that breakout. While it looks like just a pause …
Global liquidity conditions continue to suggest that US equities may need to catch down
Global liquidity conditions continue to suggest that US equities may need to catch down 👀 pic.twitter.com/mp3yL0OEvf — Markets & Mayhem (@Mayhem4Markets) February 16, 2023 Market liquidity is pointing towards an imminent correction in risk assets…
Fed Liquidity Is Flashing Warnings. Markets In Cataclysmic Collapse Mode.
MARKETS IN CATACLYSMIC COLLAPSE MODE * — The_Real_Fly (@The_Real_Fly) February 8, 2023 Our model of Fed liquidity is flashing warnings @t1alpha warns “This model has been closely tracking $SPX since mid-2020 & has done a reasonably good job of highlighting …
The market is overbought heading into ANOTHER Fed rate hike, while the Fed takes liquidity down to ZERO. Today’s investors are not thinking about what could go wrong, only about what could go right…
by BoatSurfer600 "Earnings don't move the overall market; it's the Federal Reserve Board. Focus on the central banks, and focus on the movement of liquidity. Most people in the market are looking for earnings and conventional measures. It's liquidity that …
The Global Liquidity game… a key driver of risk assets (crypto and equities) rise and fall.
by Infamous_Sympathy_91
Let’s start 2023 with a liquidity crunch in credit markets
by BoatSurfer600 There’s no liquidity and something will pop. Don’t worry though, plenty of time to pay higher taxes from another shit show courtesy of banks and failed regulators. distress debt surges in US.. time to kill zombie companies pic.twitter.com/8k8VuDId8R …
Global liquidity leads company earnings with a lag. The tightening in liquidity in 2022 has been like nothing we have seen for 30 years. Now we just wait for this to feed through to earnings. 2023 will be a year to remember…
by silvertomars The Anti Narrative FED rate hike chart. So many people circulating rate hike charts missing out the 70s… Inflation is insane!
FICC – MBS Alert! Capped Contingency Liquidity Facility (“CCLF®”) Reset Reminder and Adjustable Percentage Update FICC will change the adjustable percentage from 80% to 90% for purposes of calculating the Defined Capped Liquidity Amount
by Dismal-Jellyfish Source: https://www.dtcc.com/-/media/Files/pdf/2022/12/21/MBS1171-22.pdf What is the Capped Contingency Liquidity Facility (“CCLF®”)? On April 25, 2017, the Commission approved FICC’s adoption of the Clearing Agency Liquidity Risk Management Framework (‘‘Framework’’), which broadly describes FICC’s liquidity risk management strategy and objective to maintain …
Cryptos were only possible in a world awash in Yellen Bux liquidity, but now the party’s over, baggies.
by Boo_Randy Liquidity is gone and the Tether/Bitfinex fines, Luna and Celsius collapses and the FTX scams, frauds and accounting irregularities shows the whole crypto space is one giant exhibition of criminality. Creeps, hiding behind their computer screens, thought nobody …
U.S. banks are pulling liquidity out of Reverse Repo
Something broke in the global financial system. U.S. banks are pulling liquidity out of Reverse Repo which means there's a sudden spike in credit stress and lending is ceasing up. The Fed pumped $2.5 trillion into RRP to mask any …
These guys still looking for liquidity?
Credit Suisse on Tuesday announced that it would accelerate the restructure of its investment bank by selling a significant portion of its securitized products group (SPG) to Apollo Global Management. Credit Suisse said the transaction, along with the potential sale …
QT is sucking liquidity out of the the financial system – is the Wall Street-Federal Reserve Looting Syndicate setting up the next Great Muppet Reaping as the Fed’s asset bubbles & Ponzi markets implode?
Annual changes in the Fed's Balance Sheet… pic.twitter.com/wDCYRvLauv — Charlie Bilello (@charliebilello) November 7, 2022 h/t Boo_Randy