A macro view was discussed to close out NFTRH 912 as FOMC week begins... Excerpted from the latest edition of Notes From the Rabbit Hole: Fears about “inflation” the war-driven rise in…
News of Treasury bonds' death was greatly exaggerated (and greatly promoted) Of course it was promoted... heavily. That is because here in the financial markets exists a great big herd…
Bond Market's Yield Curves to Fed: "Get your ass in gear" It is an indication from the bond market's Yield Curves implying a dovish Fed to come. But the Fed…
Treasury Bond fund TLT is in a bull pattern *... * From NFTRH 857: If I see a pattern, I note it. But that always comes with caveats about what…
Amid Trump's latest tariff threats, long-term Treasury yields are bouncing Donald Trump apparently thinks that Smoot Hawley and the Great Depression were good ideas. A real history buff, I guess.…
Musk and the bond market are in a convenient alignment, but the bond market situation has been in progress since 2023 Our (NFTRH) view has been for falling inflation signals…
Excerpted from the January 26 edition of Notes From the Rabbit Hole, NFTRH 846 NFTRH 846 went much further off the normal path than this excerpt, as its writer was…
Long-term Treasury yields are breaking out from a bull flag Back on December 15th, NFTRH 840 had this to day about the 30-year Treasury yield "Continuum": The 30yr Treasury yield…
The 10yr-2yr yield curve remains on its new steepener The macro is grinding along, subject to daily noise that drives nominal yields up or down (today's noise du jour is…
The 10-2yr Yield Curve has un-inverted In a move that is getting all too little airplay in the financial media, the 10-2 yield curve has ticked positive and is currently…
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…
Commodities and the 30 year Treasury Yield 'Continuum' Commodities are usually well aligned with inflation signaling from the bond market (nominal yields, yield curves, inflation expectations, etc.). My current views…
This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…