💧Fed liquidityOct 14 data
Market dollars rose $7.1B in a week
Net liquidity $5.87T — 83th percentile of the past year · 3 weeks of gains in a row
Net liquidity$5.87T▲ $7.1B
Fed balance sheet$6.76T$8.1B w/w
Treasury account (TGA)$883.4BRising = draining markets
Reverse repo$330.0MWas $2.5T in late 2022
2026-10-14$5.87T
2026-10-14$7.10B
WHY IT MATTERS
- Net liquidity = Fed assets − Treasury account − reverse repo: a rough gauge of dollars actually in the system.
- Many read rising liquidity as a tailwind for stocks and bitcoin — though it doesn't always hold.
- When the Treasury refills its account through taxes or bond sales, that money leaves the market.
Source · St. Louis Fed (FRED) · Fed H.4.1 · Card image
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