Dr. Jeff on Nostr: Quick back of the envelope math for US Net Liquidity over the past week (April ...
Quick back of the envelope math for US Net Liquidity over the past week (April 10-17):
Fed Balance Sheet: -$33B
TGA: -$92B
ORR: +$5B
Net: ~$120B liquidity contraction.
All else equal, this is net negative for US based risk assets.
Published at
2024-04-18 20:40:52Event JSON
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"content": "Quick back of the envelope math for US Net Liquidity over the past week (April 10-17):\n\nFed Balance Sheet: -$33B\nTGA: -$92B\nORR: +$5B\n\nNet: ~$120B liquidity contraction.\n\nAll else equal, this is net negative for US based risk assets.",
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