Liquidity is what drives the market

    Posted by matt on 17th of Dec 2019 at 01:52 pm

    and emotion, anyway this chart shows you the SPX vs global liquidity, as you can see they move together, even the two corrections we had earlier this year in May and in Aug/Sep global liquidity had dropped all goes hand in hand

    Good chart, where do you

    Posted by shecar on 17th of Dec 2019 at 04:19 pm

    Good chart, where do you get this one, Matt?

    Global liquidity (Feds balance sheet

    Posted by ssaffer on 17th of Dec 2019 at 02:21 pm

    Global liquidity (Feds balance sheet was forced to expand due to repo market issue starting in August), Interest rates and unemployment.  The last two I pay attention too because easier for me to scrub that data.  Once unemployment and interest rates turn up then economy starts to contract. 

Newsletter

Subscribe to our email list for regular free market updates
as well as a chance to get coupons!