INTELLIGENCE DE LIQUIDITÉ MONDIALE EN DOLLARS
Détectez le régime de liquidité du dollar avant le consensus.
Liquidité du bilan de la Fed, tensions de financement et signaux multi-actifs issus de données macro traçables.
LIVE SIGNALS
Dernier état
FRAMEWORK
Une lecture plus claire du système dollar
ULI sépare la quantité de dollars du coût et du stress de financement, puis combine les deux dimensions sur une même échelle.
Fed · TGA · RRPQLISOFR · OAS · NFCIFLIULI
EVIDENCE
Ce que montrent les données
L'échantillon commun est court et les résultats sont in-sample. ULI sert plutôt de filtre de risque actions à moyen terme que de signal universel à court terme.
+0.424Strongest |IC| · QQQ · 120D
SEARCH-LED RESEARCH
Transmission de la liquidité
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
Sources traçables
FRED, Fed de New York, Trésor américain et prix multi-actifs.
FREDNY FEDU.S. TREASURYMARKET DATA
FAQ
Questions fréquentes
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.