13 week cycle indicators remain in bullish postures but some are extended. Here’s what to look for. (Note: Publication time is Central European Time)
US macro liquidity growth slowed over the past month. It has barely budged since August 10 of last year, actually slipping 0.2% since then. Here’s what that means for the market.
The stock market is extended, but could get even moreso in the weeks ahead. Here’s what to look for. Click here to subscribe now and see. Market Update Pro subscribers click here to download the complete market update, including the proprietary cycle screens report in pdf format. Not yet a subscriber? Try the Market Update Pro risk free for 90 days…
Regular bank reserve deposits, called “Other deposits held by depository institutions” rose by $239 billion in the January 4-February 8 period. Whoa. Where’d all that cash come from?
The proposition that the Treasury market is supported by deep and robust demand isn’t supported by the data that we watch. Demand has been in a secular downtrend since 2010.
When the Obama Administration built up a $400 billion pile of cash, it wasn’t expecting to hand it over to Donald J. Trump.
Federal withholding tax collections were up strongly in January, but that abruptly reversed over the past couple of days. Other tax data for January showed a weakening US economy. You won’t find this data analyzed anywhere else.
A mixed bag of technicals point slightly higher, but we continue to hold both long and short trading picks. Market Update Pro subscribers click here to download the complete market update, including the proprietary cycle screens report in pdf format. Not yet a subscriber? Try the Market Update Pro risk free for 90 days If, within that time, you don’t find…
The ECB continues to buy €65 billion per month in bonds from European banks. But the European banking system is shrinking, not growing. That poses grave risks.
For now, gold and gold stocks remain in apparent consolidations as we gingerly hold a few stocks and ETFs long.
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