I want to balance out all of the deflationary hysteria and Treasury bond market (risk 'off) bullishness out there. Yeah yeah, BREXIT this, NIRP that, Payrolls the other thing... If…
Recently I have gotten wordy about the decline in 'inflation expectations' beginning on June 2, right on through yesterday's update of the TIP-TLT ratio and TLT in essence, attaining their…
Isn't it funny how USD, Gold, Silver and the miners all gapped up and reversed together today? It's now up to the Silver-Gold ratio to indicate whether or not the…
[edit] Subsequent to this post the precious metals and US dollar have reversed their upside. This is not at all inconsistent with the article's premise of a coming inflationary phase,…
First off, you can review all of the CPI's details here, courtesy of Michael "the inflation guy" Ashton: Post-CPI Now back to the market indicators we have used to gauge…
There are crosscurrents in the futures this morning. The US dollar is up, commodities and stocks are down and gold and silver are making new highs and attempting new highs,…
Release Date: June 15, 2016
Information received since the Federal Open Market Committee met in April indicates that the pace of improvement in the labor market has slowed while growth in economic activity appears to have picked up. Although the unemployment rate has declined, job gains have diminished. Growth in household spending has strengthened. Since the beginning of the year, the housing sector has continued to improve and the drag from net exports appears to have lessened, but business fixed investment has been soft. Inflation has continued to run below the Committee’s 2 percent longer-run objective, partly reflecting earlier declines in energy prices and in prices of non-energy imports. Market-based measures of inflation compensation declined; most survey-based measures of longer-term inflation expectations are little changed, on balance, in recent months.
There is Brexit hype over there, FOMC hype over here and poor payrolls, presidential election rancor and all sorts of other hype everywhere. But under the surface, whirring along, is…
[edit] Yikes... a blogger's worst nightmare. I had 'Dallas Fed' on the brain due to publishing a post by former Dallas Fed associate Danielle DiMartino Booth at Biiwii and mistakenly…
We have been noting that India stands out as an investment destination in a mainly bearish global picture and due to the daily chart pullback on INDY, I thought I’d take a closer look. This ‘+’ update is sent to the entire list because of its relevance to ongoing information in weekly reports.
In the previous post we see inflation expectations so well tamped down. In this post we look at silver's break out of a consolidation channel vs. gold. If TIP-TLT is…
This is pretty handy at the moment, I'd say. When there is "no inflation" (at least by gauges like this) that is the time that inflation can be promoted, eh?…
In the past I have come up with article titles and terms like Cyprus, Cyprus... CYPRUS!!!, Fiscal Cliff Kabuki Theater, Armageddon '08, Full Frontal Inflation '09 and who knows how…
We noted in NFTRH 399 that the VIX had made a big move on Friday but that it had rammed right up to the resistance at which bulls had owned…