Global liquidity breakoutA weighted sum of global liquidity has just broken out of a falling wedge, signaling a clear cash injection into the financial system. This breakout suggests an imminent shift in market conditions, as liquidity expansion typically fuels risk-on sentiment across equities, crypto, and commodities. Sin
Balance Sheet: Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level
No trades
About Balance Sheet: Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level
BLX and the Global EconomyUsing as a reference tool to compare the growth of Bitcoin (BLX chart) with the Global Economy as a metric and finding a solid bottom for the Global Economy metric at the 1.618 retracement in late September 2023
BLX (orange/white) candles
Global Economy (blue/white candles)
Global Economy Includes
Are we entering QE? I find it hard to imagine that the Balance Sheet of the FED ('total assets') fits into some kind of channel or TA, but I have to be honest that I do see some patterns here. Total Assets is in a channel that has been going on for years, the end of which seems to be in sight. This means that the trans
Macro Monday 61 - Fed Balance Sheet Signals Liquidity BounceMacro Monday 61
Fed Balance Sheet Hits Long Term Supporting Trend Line
The Federal Reserve Balance Sheet
The balance sheet is published weekly, typically on Thursday afternoons, and it provides valuable information on the direction of global liquidity and the fed’s monetary policy.
When the
Good Liquidity Proxy? Fed balance sheet + BOJ balance sheet adjusted to USD + PBOC balance sheet adjusted to usd - Fed reverse repo - Treasury general account + Assets held at money market funds
Looks as if 1% rise in liquidity = 5% Rise in Crypto
Michael Howell thinks there is a 6 week lag with liquidity and Bitcoi
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