ANALISTA Igor Pereira Posted January 6 ANALISTA Report Share Posted January 6 While the media focuses on price volatility, the financial system's plumbing continues to leak and need constant billion-dollar patches. By Igor Pereira Financial Market Analyst The official program of operations of the Federal Reserve of New York confirms: Today, January 6, 2026, between 09:00 and 09:20 AM ET (11:00 and 11:20 in Brasilia Time), the Fed will enter the market to buy $8.165 Billions in Short Term Treasury Securities (Bills). Below, I explain why this is crucial for our thesis on metals and why the system is addicted to liquidity. It's not a coincidence. Look at the official table: The Event: Purchase of Securities (Bill Purchases) with a maturity of 1 to 4 months. The Value: $8,165 Billions. The Pattern: Watch the left column. The Fed made similar purchases on 12, 15, 17, 19 and 22 December. Now, in 2026, they continue. The translation: The Fed is creating electronic money to buy government debt by injecting fresh reserves into primary banks (Dealers). They don't call it Quantitative Easing (QE), but the effect is the same: Balance Expansion. Banking Stress: Remember the $34 Billions in Emergency Repo we report at the turn of the year. The banking system is without high quality (colateral) guarantees. Curve Control: By buying these securities aggressively, the Fed prevents short-term interest rates from firing, which would break down regional banks and the commercial real estate market. Every billion the Fed injects dilutes the value of the existing Dollar. Correlation: Liquidity up = Real assets up. Fuel: These daily injections are what sustain the asset prices even when the real economy (MIP of Manufacturing) is in contraction. They're inflating the system to prevent deflationary collapse. The Signal: If the Fed needs to buy $8 Billions on a random Tuesday in January, the market cannot walk with its own legs. Fed's invisible hand is holding the market. Don't fight the printer. Action: Use these injections as confirmation that the bottom (bottom) on metals is institutionally protected. They can't let the system fall, and the only tool they have is printing. Game Turned: Operate the Fed Flow We monitor the Fed's liquidity calendar to anticipate price movements. When Fed buys, we buy. You want to know the date of the next massive injection that will move the market? Ensure your place in the elite market: "> CLICK HERE TO ACCESS THE PICTURE Evandro 1 1 Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Liked! × 💬 Did you like this content? Your feedback is very important! Liked! Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Quote Link to comment Share on other sites More sharing options...
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