GLOBAL DOLLAR LIQUIDITY INTELLIGENCE
Den Dollar-Liquiditätszyklus erkennen, bevor er Konsens wird.
Fed-Bilanzliquidität, Dollar-Funding-Stress und Cross-Asset-Signale aus nachvollziehbaren Makrodaten.
LIVE SIGNALS
Aktueller Liquiditätsstatus
FRAMEWORK
Eine klarere Karte des Dollarsystems
ULI trennt die Menge der Dollarliquidität von Kosten und Stress der Finanzierung und verbindet beide Dimensionen auf einer Skala.
Fed · TGA · RRPQLISOFR · OAS · NFCIFLIULI
EVIDENCE
Was die Evidenz derzeit zeigt
Die gemeinsame Stichprobe ist kurz und die Ergebnisse sind in-sample. ULI eignet sich eher als mittelfristiger Aktien-Risikofilter als als universelles Kurzfristsignal.
+0.424Strongest |IC| · QQQ · 120D
SEARCH-LED RESEARCH
Transmission der Liquidität
01
Global Dollar Liquidity
How dollars move through central-bank balance sheets, banks, offshore funding markets and global assets.
Explore →02Fed Net Liquidity
Understand the common Fed assets minus TGA minus ON RRP proxy — and its limitations.
Explore →03Dollar Funding Stress
Read SOFR, policy-rate spreads, credit spreads, financial conditions and the dollar together.
Explore →04Three-Layer Dollar Liquidity Framework
Separate the current liquidity impulse, structural fragility and market transmission before drawing an investment conclusion.
Explore →05Dollar Liquidity and Bitcoin
Separate historical association from a reliable crypto timing signal.
Explore →DATA DICTIONARY
Indicator library
Explore every source series and composite index behind the U.S. Liquidity Intelligence framework.
PROVENANCE
Nachvollziehbare Quellen
FRED, New York Fed, U.S. Treasury und Cross-Asset-Marktpreise.
FREDNY FEDU.S. TREASURYMARKET DATA
FAQ
Häufige Fragen
What is dollar liquidity?
It is the availability and funding condition of U.S. dollars across central-bank balance sheets, banks, markets and offshore borrowers.
How is ULI calculated?
ULI combines 60% QLI, which measures quantity liquidity, with 40% FLI, which measures direction-adjusted funding conditions.
Does more liquidity always mean asset prices rise?
No. The relationship varies by asset, horizon and regime, and the current evidence is descriptive rather than causal.