March 26, 2021 - Notes From the Rabbit Hole

Commodities and Inflation Expectations

The CRB index is in a minor disconnect from inflation expectations (RINF) It's a disconnect on the short-term, at least. If/as the reflation continues CRB could have some catching up…

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March 26, 2021

NFTRH Interim Updates / NFTRH+

NFTRH+; USD and the 30yr Yield Continuum

The US dollar has taken out the daily SMA 200. It's still in a major downtrend but it's also still bouncing and therefore, capable of eliminating the downtrend. To do…

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March 26, 2021