Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchThe Liquidity Drain Returns Next Week... Michael J. KramerJun 25, 2026∙ Paid31ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsThe Dispersion Unwind May Still MatterAug 7 • Michael J. KramerPayrolls Miss As A Shrinking Labor Force Becomes The Real Story - Advanced TopicsAug 7 • Michael J. KramerWages Are The Thing To Watch In Tomorrow's Jobs ReportAug 6 • Michael J. KramerHigh Yield Isn’t Confirming This RallyAug 5 • Michael J. KramerSemiconductors Lead The Rally Aug 4 • Michael J. KramerMega-Cap Tech Returns...Aug 3 • Michael J. KramerA Flat Tape Hiding Massive Dispersion, And The Long End Breaks Out Jul 31 • Michael J. KramerThe USD/JPY May Continue To Weaken Even With Intervention Risk - Advanced TopicsJul 31 • Michael J. Kramer
