Daily Archives: August 5, 2016

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NFTRH Interim Updates

NFTRH; Market Post-Payrolls

The market had been in a consolidation/mini correction as we have been noting.

Gold is getting clobbered as it should.  Let’s please keep it real, because a lot of gold bugs are not going to.  The case for gold, silver and commodities rests on an inflationary phase, which strong jobs and wages would indicate out ahead.  But for now, the hit to the precious metals is logical.

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August 5, 2016
Economy

Payrolls +255k, World Still Not Ending

Our thesis has been that Brexit may have put the final (!) on deflation and the bear phase that had been in effect since late 2014.  That view was held…

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August 5, 2016
Interest Rates

Bonds, Gold and Inflation

US yields are not aligned for the inflationary view as the yield curve sags once again today (2 year yields up, long-term yields down). Japanese bond yields have popped on,…

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August 5, 2016