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Liquidity Conditions

Composite view of Fed balance-sheet liquidity, money supply, reserves, deposits, and reverse-repo plumbing.

LiquidityWeekly
Product ready

Current reading

How scores work
0.13
Direction
Improving
Strength
Weak
Data date
September 4, 2026

This weak positive reading indicates that the liquidity signal is improving as of September 4, 2026.

Signal history

See how the normalized reading changed over time.

202 points

Strongest drivers

Overnight Reverse RepoSupporting1.00
M2 Money StockSupporting0.18
Reserve BalancesDragging-0.17
Total Reserves of Depository InstitutionsSupporting0.11
Monetary BaseNeutral0.10

Evidence preview

Full Evidence
WTI Crude 1M Forward56 observations · Sample period not availableAbout 1 month forward · Aligned count not available · 55% hit rate
Promising alignment
10Y Yield 1M Forward56 observations · Sample period not availableAbout 1 month forward · Aligned count not available · 52% hit rate
Early evidence
2Y Yield 1M Forward56 observations · Sample period not availableAbout 1 month forward · Aligned count not available · 52% hit rate
Early evidence

Sources

Fed Total AssetsFederal Reserve Board via FRED
Overnight Reverse RepoFederal Reserve Bank of New York via FRED
M2 Money StockFederal Reserve Board via FRED
Monetary BaseFederal Reserve Board via FRED
Reserve BalancesFederal Reserve Board via FRED
Total Reserves of Depository InstitutionsFederal Reserve Board via FRED
Deposits at Commercial BanksFederal Reserve Board via FRED

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