Liquidity

Net Liquidity Agent

Tracks Fed balance sheet, reserves, TGA, and RRP liquidity pressure.

Utility

This agent must be runnable on its own and must produce evidence that supports a decision, an avoidance, or a confidence change.

Decisions Supported

risk budgetinew long gatei

Questions Answered

Is liquidity expanding or contracting?i

Data Sources

Yahoo liquidity proxy basketiFRED WALCLiFRED WRESBALiTreasury TGAiFRED RRPONTSYDi

Current Run Market Data

Label	Symbol	Group	Price	Change	Change %	Status
DXY	DX-Y.NYB	fx	102.28	0.73	+0.72%	live
BTC	BTC-USD	crypto	75,594	-389.14	-0.51%	live
TLT	TLT	bond_etf	82.04	0.11	+0.13%	live
HYG	HYG	credit_etf	77.25	-0.03	-0.05%	live
QQQ	QQQ	equity	658.19	11.14	+1.72%	live

Computed Signal

Name	Value	Regime	Confidence	Source	Observed
net_liquidity_proxy_score	51.3	mixed	100%	Yahoo live proxy data	2026-11-06T19:33:49+00:00

Declared And Target Feeds

Source	Status	Current Run Data
Yahoo liquidity proxy basket	current run	5/5 observed rows attached below.
FRED WALCL	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.
FRED WRESBAL	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.
Treasury TGA	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.
FRED RRPONTSYD	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.

Live Status

Liquidity proxy impulse is +0.12% using BTC, TLT, HYG, QQQ, and inverse dollar pressure.

Score

Warnings

• No active warnings.

Signals

Name	Value	Regime	Confidence	Source	Observed
net_liquidity_proxy_score	51.3	mixed	100%	Yahoo live proxy data	2026-11-06T19:33:49+00:00