https://finzdata.com/research/weekly/ Liquidity, capital flows and positioning, weekly, from the FinzData database. https://finzdata.com/research/weekly/2026-10-10.htmlhttps://finzdata.com/research/weekly/2026-10-10.htmlSat, 10 Oct 2026 00:00:00 +0000Fed net liquidity stands at $5,865bn as of 2026-10-07, rising over the past four weeks (+8bn). The Treasury General Account is falling over four weeks (−3bn) to $880bn. M2 money supply is 6.1% versus a year ago at $23,306bn. Most crowded positioning: VIX (Asset managers, index 0) and US 10-year Treasury (Asset managers, index 100). Largest weekly swing in net % of open interest: Copper (Managed money) at −5.8pp. https://finzdata.com/research/weekly/2026-10-03.htmlhttps://finzdata.com/research/weekly/2026-10-03.htmlSat, 03 Oct 2026 00:00:00 +0000Fed net liquidity stands at $5,783bn as of 2026-09-30, rising over the past four weeks (+14bn). The Treasury General Account is falling over four weeks (−19bn) to $949bn. M2 money supply is 6.1% versus a year ago at $23,306bn. Most crowded positioning: VIX (Asset managers, index 0) and US 2-year Treasury (Leveraged funds, index 100). Largest weekly swing in net % of open interest: Japanese yen (Leveraged funds) at −5.9pp. https://finzdata.com/research/weekly/2026-09-26.htmlhttps://finzdata.com/research/weekly/2026-09-26.htmlSat, 26 Sep 2026 00:00:00 +0000Fed net liquidity stands at $5,770bn as of 2026-09-23, falling over the past four weeks (−9bn). The Treasury General Account is rising over four weeks (+26bn) to $977bn. M2 money supply is 6.1% versus a year ago at $23,306bn. Most crowded positioning: US Treasury bond (Leveraged funds, index 100) and Copper (Managed money, index 100). Largest weekly swing in net % of open interest: British pound (Asset managers) at −18.9pp. https://finzdata.com/research/weekly/2026-09-19.htmlhttps://finzdata.com/research/weekly/2026-09-19.htmlSat, 19 Sep 2026 00:00:00 +0000Fed net liquidity stands at $5,864bn as of 2026-09-16, rising over the past four weeks (+72bn). The Treasury General Account is falling over four weeks (−77bn) to $877bn. M2 money supply is 6.1% versus a year ago at $23,306bn. Most crowded positioning: US 10-year Treasury (Asset managers, index 100) and Corn (Managed money, index 100). Largest weekly swing in net % of open interest: Japanese yen (Leveraged funds) at +14.1pp. https://finzdata.com/research/weekly/2026-09-12.htmlhttps://finzdata.com/research/weekly/2026-09-12.htmlSat, 12 Sep 2026 00:00:00 +0000Fed net liquidity stands at $5,857bn as of 2026-09-09, rising over the past four weeks (+62bn). The Treasury General Account is falling over four weeks (−81bn) to $883bn. M2 money supply is 6.1% versus a year ago at $23,306bn. Most crowded positioning: Copper (Managed money, index 100) and Corn (Managed money, index 100). Largest weekly swing in net % of open interest: Japanese yen (Leveraged funds) at +15.0pp. https://finzdata.com/research/weekly/2026-09-05.htmlhttps://finzdata.com/research/weekly/2026-09-05.htmlSat, 05 Sep 2026 00:00:00 +0000Fed net liquidity stands at $5,769bn as of 2026-09-02, falling over the past four weeks (−71bn). The Treasury General Account is rising over four weeks (+61bn) to $968bn. M2 money supply is 6.1% versus a year ago at $23,306bn. Most crowded positioning: Corn (Managed money, index 100) and Corn (Producers/merchants, index 0). Largest weekly swing in net % of open interest: Nasdaq-100 (Leveraged funds) at +8.1pp. https://finzdata.com/research/weekly/2026-08-29.htmlhttps://finzdata.com/research/weekly/2026-08-29.htmlSat, 29 Aug 2026 00:00:00 +0000Fed net liquidity stands at $5,779bn as of 2026-08-26, falling over the past four weeks (−45bn). The Treasury General Account is rising over four weeks (+40bn) to $951bn. M2 money supply is 5.4% versus a year ago at $23,268bn. Most crowded positioning: US 2-year Treasury (Leveraged funds, index 100) and Corn (Producers/merchants, index 0). Largest weekly swing in net % of open interest: British pound (Asset managers) at +8.1pp. https://finzdata.com/research/weekly/2026-08-22.htmlhttps://finzdata.com/research/weekly/2026-08-22.htmlSat, 22 Aug 2026 00:00:00 +0000Fed net liquidity stands at $5,792bn as of 2026-08-19, falling over the past four weeks (−126bn). The Treasury General Account is rising over four weeks (+124bn) to $954bn. M2 money supply is 5.9% versus a year ago at $23,336bn. Most crowded positioning: US 2-year Treasury (Leveraged funds, index 100) and Copper (Managed money, index 100). Largest weekly swing in net % of open interest: Nasdaq-100 (Leveraged funds) at +10.7pp.