Pustaka Grafik

Fed net liquidity (balance sheet - TGA - RRP): −252,34 dalam tiga tahun, ke 5.770.

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

Foreign holdings of tradable SBN: +36,60 dalam tiga tahun, ke 908,17.

Foreign buying should pull yields down; check which leads.

KOSPI foreign net buy (cumulative since 2026-07-31): −17,50 dalam tiga tahun, ke −10,26.

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

TWSE foreign net buy (cumulative since 2026-08-13): +196,31 dalam tiga tahun, ke 272,00.

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

Southbound net buy (cumulative since 2024-08-15): +2.183,22 dalam tiga tahun, ke 2.195.

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

Stablecoin supply: +152,6% dalam tiga tahun, ke 311,50.

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

Japanese yen: leveraged funds net: +47.756,00 dalam tiga tahun, ke 7.423.

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

UST 10YR futures: asset managers net: +1.200.310,00 dalam tiga tahun, ke 2.531.380.

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

Fed net liquidity (balance sheet - TGA - RRP): −107,96 dalam tiga tahun, ke 5.770.

Fed net liquidity (balance sheet - TGA - RRP): −107,96 dalam tiga tahun, ke 5.770.