GLOBAL DOLLAR LIQUIDITY INTELLIGENCE
See the dollar liquidity regime before it becomes consensus.
One research surface for Fed balance-sheet liquidity, dollar funding stress and cross-asset signals — updated from traceable macro data.
LIVE SIGNALS
Latest liquidity snapshot
FRAMEWORK
A clearer map of the dollar system
ULI separates the quantity of dollar liquidity from the price and stress of obtaining it, then combines both dimensions on a consistent scale.
Fed · TGA · RRPQLISOFR · OAS · NFCIFLIULI
EVIDENCE
What the evidence currently supports
The strict common sample is short and the results are in-sample. Current monitoring supports using ULI as a medium-horizon equity-risk regime filter, not as a universal short-term trading signal.
+0.424Strongest |IC| · QQQ · 120D
SEARCH-LED RESEARCH
Research the liquidity transmission chain
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
Built from traceable sources
Federal Reserve and FRED series, New York Fed funding data, U.S. Treasury cash balances and cross-asset market prices.
FREDNY FEDU.S. TREASURYMARKET DATA
FAQ
Frequently asked questions
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.