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

Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Sat Jul 29, 2023 11:30 am

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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Sat Aug 12, 2023 4:11 pm

Credit Crunch: The Money Supply Has Shrunk For Eight Months In A Row
https://www.zerohedge.com/personal-fina ... months-row
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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Sun Aug 27, 2023 3:04 pm

Will falling G3 central bank liquidity weigh on tech stocks?
https://twitter.com/Mayhem4Markets/stat ... 2800516291


Global M2 money supply is growing -- driven by China and the Euro area
https://twitter.com/Mayhem4Markets/stat ... 3809714644
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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Tue Aug 29, 2023 8:25 am

Eurozone money supply turns negative YoY.
https://twitter.com/AyeshaTariq/status/ ... 2655512810
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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Tue Aug 29, 2023 8:11 pm

Chinese #liquidity is rising again...
https://twitter.com/crossbordercap/stat ... 2206593256
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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby winston » Thu Sep 07, 2023 2:40 pm

The Fed's balance sheet reductions have hit $1 trillion — but market enthusiasm for bonds has held off turmoil

by Filip De Mott

The Fed's massive quantitative tightening campaign has had limited effect on the market.

That's as private sector participants have taken over its role in the Treasury market.

But banking reserves are still at risk if money market funds stop buying T-bills.


Source: Business Insider

https://finance.yahoo.com/news/feds-bal ... 09892.html
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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Sun Sep 10, 2023 11:55 am

Global liquidity has fallen by $1 trillion over the last 10 weeks
https://twitter.com/Mayhem4Markets/stat ... 9564736003
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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Mon Sep 25, 2023 5:24 pm

TSY cash build up still ongoing, and virtually every dollar is coming from reverse repo
https://twitter.com/zerohedge/status/17 ... 5230232018
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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Wed Oct 11, 2023 3:04 pm

Treasury Boosts Size of 4-, 8-, 17-Wk Bill Sales to Largest Ever

Lets really drain the reverse repo
https://twitter.com/zerohedge/status/17 ... 2560827751
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Re: Liquidity 02 incl QE, Twist, LTRO, APP etc (Jun 14 - Dec

Postby behappyalways » Sun Oct 22, 2023 5:59 pm

PBOC conducted 828 billion yuan of the 7-day RRP on Friday. A total of 733 billion yuan will be injected into the market on a net basis as 95 billion yuan comes due today.
https://twitter.com/ChinaBeigeBook/stat ... 0163189971
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