NFTRH+; inflation signals

These pictures paint the taper-talking Fed as behind the curve, literally and figuratively. Yield Curve: steepening Long-term Treasury yields: rising Inflation expectations: rising Broad Commodity complex: rising (mainly driven by…

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NFTRH+; 2 Horsemen

Well, USD never did give up the 2021 rally despite the re-pumping inflation trades. It is apparently getting the Fed taper bid (Lael Brainard is talking it up) and taking…

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