I may add a few

    Posted by steve on 10th of Jun 2023 at 11:09 am

    I may add a few more tidbits later this weekend for those who truly want to understand what drives markets but for now I need to spend time on the newsletter.   One tip is that there is a slight lagging impact of net liquidity on the markets.  I hope you appreciate the information provided below as it's much more relevant that what any prognosticator may think. 

    Thanks Steve, for the Liquidity

    Posted by Ray on 10th of Jun 2023 at 04:22 pm

    Thanks Steve, for the Liquidity analysis.  I find it extremely helpful in trying to follow the macro view of the economy/markets!

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