From da boyz who'z doin' da pridictin' at da CME Group... Say the Fed Futures traders, July is 100% going to see a cut and 25% see .5%. Cough cough,…
Any discussion of the banks and greater Financials sector has to include a discussion about interest rates. I believe that long-term interest rates will eventually work higher and if that…
Following is the Opening Notes segment of this week's edition of Notes From the Rabbit Hole (NFTRH 560). In this segment I tend to let some thoughts stream out before…
The screenshot hints at the content, which I found personally very helpful to work through this week, given a multitude of indicators and trends, some of which appear at odds.…
Both compliments of MarketWatch, this morning's Debt Zombies article I highlighted was something that I thought highly of, obviously. The writer is no b/s and clear. The "debt Zombies" theme…
Isn't that how it goes? A society (or in this case several developed societies now competing in the currency war) collectively spends more than it has saved and individually its…
Just for fun because I am a chart guy who all too often bores you (and me) to death with ratio and indicator charts and all too seldom makes charts…
Would it not follow that companies who borrow short and lend long (i.e. as banks are usually thought to do) would benefit from the increasing spread between long and short-term…
I focus a lot on gold and that is because it is the constant 'asset' that sits in a weighty fashion doing nothing while all the other stuff orbits -…
Jerome Powell (I have to believe purposely) rammed it back into gear. Deflationary or even Goldilocks signaling will not do. I don't pretend to know exactly why, but it appears…
You would think logically that the nation and its central bank that have had the strongest currency and firmest policy (I know... but work with me here) over the last…
The CNBC headline tells the story. Here is the bump in the yield spread, which never did make a lower low and thus, held its steepening potential despite the recent…
We noted yesterday that it is Fed Hype Week. A couple tough days for the market and the headlines are reinforcing the negativity. A single (and positive) payrolls report has…
Here's SPX (SPY) vs. gold (GLD) showing two down-turning moving averages, which means the beginning of a potential new downtrend. If SPY/GLD takes out the moving averages then we can…