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Yet Another Bullish Setup - 9/23/24

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See for yourself. Here's the hourly 24 hour ES, S&P futures chart. Looks like another launchpad. 

16ku6q

If everything points up, can the bulls be denied? Non subscribers click here to access.

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It's interesting that the New York Times just pointed out that financial conditions have been easy even before the Fed cut rates last week.  I've been pointing that out in Liquidity Trader since February. That's typical. The mainstream media is usually about 6 months behind me in recognizing what's going on. It pays to pay attention to the data and not what Wall Street says about it. 

Macro Money Blows the Roof Off 

I'm working on an update as we speak.

Meanwhile, the 10 year yield begs the question of whether the markets are about to start tightening on their own, just as they loosened on their own. Actually, It wasn't on their own. The Treasury issuance of mass quantities of T-bills fed the flames of bullishness by creating unlimited instacash repo loans. Primary Dealer Clown Show Danger Pales in Comparison to Hedgie Daredevils

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Here's Hard Evidence that the Slowing Economy Narrative is False

Are you ready for this? It's 17 billion more than I had estimated for the end of month issuance. That's because I neglected to include an estimate for the fact that the Fed is still doing QE, lest we forget. Macro Money Blows the Roof Off 

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Meanwhile, check this out.  
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Gold Sings Higher and Higher

So are the BTC bros settin up for a breakout, or something else?

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I have a lot of euros socked away to fund my expenses for a year, but will have have to pedal harder and harder to keep up. This is a classic cup and handle. If it breaks out, I'll need to be a good currency trader over the next year. 

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For moron the markets see:

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The chart shows that we have looser and looser financial conditions in US since 2022, contrary to the narrative of many economists.

This is one of the main answers why the US economy is doing well. The rate hike hasn't exactly worked.

20240923_133557.jpg

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Up $100 billion in a week. 

image.png

Thanks to this: 

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$108 billion in T-bill paydowns. 

All as expected.  They've made it more difficult, but still publish enough information that with some data aggregation and disaggregation, we can figure out what's coming. 

And what enabled all those paydowns? 

Withholding Tax Collections Support Sufficient Liquidity Growth Sept 2, 2024. 

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Goldman is sayin 2700 on gold by 2700.

 

Perceived disconnect between gold prices and interest rates is actually due to increased gold purchases by EM central banks concerned about US financial sanctions and rising US debt. This surge in central bank demand has elevated gold prices and reset the relationship between gold prices and absolute interest rate levels.

perceived disconnect.jpg

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