In today's show, you will learn why the banks won't be selling bonds as  we dig deeper into the purpose of the SLR and the bank's leverage ratios  before and after the exemption, what the Chicago Fed National Activity  Index say about the economy, how hedge-fund managers and asset managers  are positioned in the futures market, and how big the short interest is  on TLT.

In today's show, you will learn why the SLR rule is a form of private-sector QE, and why the ending of the exemption will lead to lower stock prices, lower commodity prices, lower precious metals prices, a stronger dollar, and higher bond prices. Plus, we'll cover the economic data and the weekly credit data.

The SLR was the Common Denominator

https://stevenvanmetre.com/2021/03/19/the-slr-was-the-common-denominator/

#BondBullish #DollarBullish #SLRRule

In today's show, you will learn why banks need a ton of bonds and are  manipulating investors into selling and shorting the bond market to get  the supply they need as the SLR exemption is soon to expire and stimulus  checks are hitting bank accounts. You'll also learn what Fed Chair  Powell said will take to change their QE purchases and how the economic  data is showing signs consumers are rejecting higher interest rates,  which will ultimately lead to lower interest rates.

In today's show, you will learn why some banks are withholding stimulus checks until Wednesday and why this month's FOMC meeting might come with a big announcement. We'll also continue our discussion on the SLR Rule, learn why the primary-dealer banks may have been forced to sell Treasuries, how hedge-fund managers are positioned in the futures market, and foreign-held Treasury positioning.

G-SIBs, SLR, & Dealers

In today's show, you will learn how the stimulus checks can cause a  banking crisis as banking regulations are limiting the size of bank  balance sheets, how the Fed can and will be forced to come to the  rescue, why dealer banks are dumping bonds, and what the economic data  tells us about the health of the economy.

Jobs, Auctions & the SLR

https://stevenvanmetre.com/2021/03/12/jobs-auctions-the-slr/

#BondBullish #DollarBullish #BankingCrisis #StimulusChecks

In today's show, you will learn how deposit rates can go negative if the  Fed does not extend the SLR exemption, how stimulus, bank deposits and  QE are all tied together, how the Core CPI is impacted by QE, how the  CPI is impacted by the dollar, and how this week's Treasury auctions  were received.

In today's show, you will learn how Gold can get to $1,300/oz, why the  Fed likely modified the SLR Rule and is likely to extend it, if Treasury  yields and the CPI are correlated, how hedge-fund managers are  positioned in the futures market, why the bond short sellers are so  confident, just how big the bet is against the bond market, and how a  rising dollar can save the kingdom.

In today's show, you will learn what negative repo rates mean in the bond market, if the SLR rule is really bond bearish, what the recent economic data says about the economy, how QE is going to prevent the labor market from recovering, and if bond prices can go parabolic like Gamestop.

The Bond Kingdom - Is It Under Attack? - With Steve Van Metre

https://youtu.be/XPCfuabj9Cw

#BondBullish #DollarBullish #SLRRule, #NegativeRepoRates

In today's show, you will learn what Operation Twist is and if it is  soon to be announced, what the recent services and composite PMIs tell  us about the health of the global economy, how ISM Manufacturing Prices  Paid indicate a peak in Treasury yields, crude oil and the dollar, how  Treasury yields are likely headed into negative territory by early next  year.

In today's show, you will learn how gold is indicating deflation is  coming by comparing it to the U.S. dollar and the CPI, and why lower  gold prices signal deflation. Plus, you'll learn how the ISM Prices Paid  signals a peak in Treasury yields, how CTAs are max short on global  government bonds, how the massive buying in TLT last week signals a  potential bottom, what the economic data says about the global economy  and how hedge-fund managers are positioned in the futures market.