The trend remains down in the 10-2yr yield curve, but I'd say a 92% jump from inversion in the steepening direction is notable and demanding of our attention going forward.…
Here is the updated picture of the macro we want to see engage for a clear bullish macro-fundamental view of the gold mining sector. Gold/SPX is constructive to have bottomed…
Of course, this is just one lowly participant viewing the market and the media/policy circus surrounding it. But Brainard did not just happen to pop out yesterday to explicitly state…
Not very happy signaling from the Pigs Neither nominal KBE... ...nor the KBE/SPY ratio are looking very good in the face of rising yields. Indeed, KBE above is in a…
Lael Brainard jawbones amped up rate hikes I was doing something non-market for a while, came back and saw my holdings having taken a bit of a haircut since last…
700... hmm... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed market updates and NFTRH+ dynamic…
I am not sure what the title means because I am not even sure what the words mean. I just slapped 'em in there to see what vocals would sound…
Yield Curve inverts deeper than August, 2019 Like the larger media this tiny little spec within the media reports the news to you. The 10yr-2yr yield curve has inverted (ref.…
On March 21 we had an update noting that the TSX-V (CDNX) had tentatively taken out initial resistance (now support along with the SMA 50 at 856). Today's attempt at…
![Read more about the article Man trying not to stare at these two charts [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2018/09/goats.png?fit=256%2C308&ssl=1)
[edit] I did the right thing (I think) and took partial profits, letting the remainder ride for now. Sometimes it's a tough call trying not to be the guy who…
Commodity tracker DBC is in a symmetrical triangle Largely driven by its crude oil component, CRB tracker DBC's daily chart is taking the form of a symmetrical triangle, which is…
High Yield credit spread eases On March 15 we noted that High Yield option adjusted spreads were rising, which was a distinct economic/financial negative if it were to continue. It…
What is Ottawa thinking? Canada's gold holdings at zero What is going on up there? I ask Canadian readers or anyone with knowledge of the situation to advise what sort…
Only a few ticks away from an inverted Yield Curve With the free bond market driving up 2 year yields while the Fed holds out from going hawkish (hawk talk…