Chart Library

Fed net liquidity (balance sheet - TGA - RRP): −11.22 over the past year, to 5,770.

Balance sheet minus TGA minus RRP: the liquidity tide under risk assets.

Foreign holdings of tradable SBN: +36.60 over the past year, to 908.17.

Foreign buying should pull yields down; check which leads.

KOSPI foreign net buy (cumulative since 2026-07-31): −17.50 over the past year, to −10.26.

Cumulative foreign net buying (KRW tn) against the index.

TWSE foreign net buy (cumulative since 2026-08-13): +196.31 over the past year, to 272.00.

Cumulative foreign net buying (TWD bn) against the index.

Southbound net buy (cumulative since 2024-08-15): +634.47 over the past year, to 2,195.

Mainland money buying Hong Kong: the one China flow still published daily.

Stablecoin supply: +2.6% over the past year, to 311.50.

Dry powder in crypto: stablecoin float growth tends to precede BTC strength.

Japanese yen: leveraged funds net: +59,524.00 over the past year, to 7,423.

Leveraged-fund yen positioning = carry-trade crowding; unwinds are violent.

UST 10YR futures: asset managers net: +452,310.00 over the past year, to 2,531,380.

Asset managers long vs hedge funds short = size of the basis trade.

Fed net liquidity (balance sheet - TGA - RRP): −4.21 over the past year, to 5,770.

Fed net liquidity (balance sheet - TGA - RRP): −4.21 over the past year, to 5,770.