グローバル・ドル流動性インテリジェンス
市場のコンセンサスになる前に、ドル流動性の転換を捉える。
FRBバランスシート、ドル資金調達ストレス、クロスアセット・シグナルを追跡可能なデータで統合します。
LIVE SIGNALS
最新スナップショット
FRAMEWORK
ドルシステムを明確に可視化
ULIはドル流動性の量と調達コスト・ストレスを分けて測定し、共通尺度に統合します。
Fed · TGA · RRPQLISOFR · OAS · NFCIFLIULI
EVIDENCE
現在のエビデンス
共通サンプルは短く、結果はインサンプルです。ULIは短期売買シグナルではなく、中期的な株式リスク環境フィルターとして解釈します。
+0.424Strongest |IC| · QQQ · 120D
SEARCH-LED RESEARCH
流動性の伝達経路
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
追跡可能なデータ
FRED、ニューヨーク連銀、米財務省、クロスアセット市場価格。
FREDNY FEDU.S. TREASURYMARKET DATA
FAQ
よくある質問
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.