Fed net liquidity stability above $6.15T continues to provide a solid valuation floor for US equity markets.
Institutional-grade daily market briefings synthesizing Federal Reserve Net Liquidity, 10-Year Treasury Yields, CBOE VIX Volatility, and market breadth participation.
Fed Net Liquidity remains robust at $6.15T while 10Y Treasury yield dips to 4.18%. S&P 500 breadth stays healthy at 68.5% ahead of July CPI release.
S&P 500 gains 0.45% driven by semiconductor momentum. Credit spreads narrow to 3.38%, reflecting benign default environment.
Russell 2000 small-caps outperform SPY as rate-cut expectations gain traction. 10Y-2Y spread approaches un-inversion.