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Posted

Traveling today and not sure if I will have much connectivity so here's a short early post to get things going. 5-day cycle projection 5670 almost done. And the pattern is looking bottomy. But if they take out 5675 with momentum, then the pattern would imply a drop of another hundred points.

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For moron the markets see:

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Posted

THE YEN RUG PULL

So the Yen carry trade is back on.

Didn't take the BOJ long to cave in to reality.

All that Government debt has to be inflated way.

Goodbye Yen.

Although Im sure the BOJ will try and rug the Yen carry traders sometime in the future.

Where is the Yen carry trade ETF?????

Posted

Withholding tax collections grew strongly in September. They weren’t alone. Other taxes also showed very strong growth. There’s no evidence of economic slowing. Every real time tax measure points to a rapidly growing economy right through October 1. The Fed is easing monetary conditions into a red hot environment. A rapidly growing economy coupled with Fed easing is a recipe for xxxxxxxxxx xxxxxxxxx xxxxxxxxx . Non-subscribers, click here for the rest of the story.

Subscribers, click here to download the report.

If revenue continues this red-hot growth, it’s even possible that the November TBAC forecast will show at least a small reduction in expected Treasury supply. That’s something to keep in mind with the 10-year Treasury Yield breaking its 6-month downtrend today. This is a shift toward greater bearishness that I think is reasonable, but that could xxxxxxxxxxxx…

KNOW WHAT’S HAPPENING NOW, before the Street does, read Lee Adler’s Liquidity Trader risk free for 90 days! Act on real-time reality! 

Posted

Growth in Federal Tax Withholding Moved Up in September.

We estimate that the amount of withholding in September was 6.3 percent above the amount from September of a year ago (so-called year-over-year growth). That is above the year-over-year growth of 5.2 percent in August and 4.8 percent in July, and slightly higher than the middle of the range of 5 percent to 7 percent growth that we have measured in most months since May 2023. Thus, the recent withholding data are not indicating any significant slowing in economic activity.

Because federal tax withholding moves largely with overall wages and salaries in the economy, we expect that overall wages and salaries are growing at a relatively solid rate (see chart below). We get the first read on employment and wages for September in tomorrow’s employment report from the Bureau of Labor Statistics. The more comprehensive measure becomes available at the end of this month with the monthly release by the Bureau of Economic Analysis of its National Income and Product Accounts–though the data are subject to much subsequent revision.

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https://taxtracking.com/growth-in-federal-tax-withholding-moved-up-in-september/

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