Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec 25)

[behappyalways]

Reverse Repo $85.65BN, down $12BN overnight and new 4 year low
https://x.com/zerohedge/status/1886841670215385565


Reverse repo down $7BN to $78.8BN, lowest in 4 years.
https://x.com/zerohedge/status/1887566395904319933

[behappyalways]

Reverse repo another $9BN to just $67.7BN, lowest in 4 years. Luckily, Bill issuance is about to turn negative due to debt ceiling so reverse repo will no longer be needed to fund the government
https://x.com/zerohedge/status/1889744664191750389


Reverse repo slides to fresh 4 year low of just $58.8bn, down $9BN overnight.
https://x.com/zerohedge/status/1890465512804491673

[behappyalways]

10 minutes to include discussion on what is affecting liquidity in the markets
https://x.com/ozzy_livin/status/1892234181905711196

[winston]

U.S. Money Supply Growth is Accelerating… and It Could Signal a Huge Change Coming in the Stock Market

by Adam Levy

In January, M2 money supply grew faster than at any point since August of 2022, up 3.86% year over year.

While the money supply is tight, mega-cap stocks with tons of cash on their balance sheets stand at a huge advantage. They have the money available to invest in growth and improve their technologies.

However, accelerating growth in the money supply is historically correlated with broadening stock performance. As smaller companies have easier and less expensive access to capital, they can invest more in their own growth initiatives.

One of the easiest ways to invest in that trend reversal is to buy an equal-weight index fund like the Invesco S&P 500 Equal Weight ETF.

Source: The Motley Fool

https://dailytradealert.com/2025/03/10/ ... ck-market/

[behappyalways]

JPMorgan Responds To The Fed: There Is A Liquidity Crisis Right Now
https://www.zerohedge.com/markets/jpmor ... -right-now

[behappyalways]

Reverse Repo plunges by $34BN to $54.8BN, lowest since April 2021 and rapidly approaching 0.
https://x.com/zerohedge/status/1912556152308617394

[behappyalways]

Reverse Repo $80BN. Almost completely drained. Better hope that stablecoin demand comes in for the trillions in rolling Bills or else
https://x.com/zerohedge/status/1953505990759870846

[behappyalways]

Reverse Repo drops to a new 4 year low of $57.2BN.
https://x.com/zerohedge/status/1955680287075205537

[behappyalways]

Reverse Repo $22BN until empty.
https://x.com/zerohedge/status/1957854233035694466

[behappyalways]

Reverse repo tumbles to $21BN after month-end window dressing pushed it up to $78BN.

And with $100BN in 4-week bills on deck, this will hit zero in days.
https://x.com/zerohedge/status/1962927936132067626