The yield curve and the nominal 10yr yield are at a critical macro juncture The chart attempts to tell you what I think without me
Category: Bonds
One Macro reset, comin’ up
Macro markets quake as expected, bonds get a little crazy For months now we have been expecting the Continuum to make a roughly symmetrical right
Your Macro guide, the 30yr Treasury yield
30yr Treasury yield and markets/internals tied to it What markets and market internals are dependent upon an inflationary rise in long-term yields? Anyone? Beuller? For
New York Fed: Op/Twist (lite)?
New York Fed announces new Treasury bond operations Operation Twist, concocted in 2011 by Ben ‘Big Brain’ Bernanke came about with all sorts of egghead
Bonds Away!
Bond yields top on the Bloomberg/Gross signal, as expected Now the caveat to my constant lampooning of ole’ Billy G comes by way of a
NFTRH’s Signature Indicator Goes Big Time
One of NFTRH’s most important indicators goes big time… Except that the big time doesn’t know it, or doesn’t acknowledge it. But boy, when the
Ponder the Picture
No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole’ Bill is lookin’ good in his bond bear call so
Gold Miners Are Leading Something
HUI was in positive correlation to long-term Treasury bonds (TLT) from the top in the fear trades last summer to the end of February. Then
How Perfect, the Pause in Yields?
Media screws the contrary pooch (again) This time it’s Bloomberg and its BOND KING du jour*, Bill Gross making the call. And exactly one more
The State of the Macro
It’s the Bond Market, Stupid As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the
Cramer Indicator Flashes Bullish for Markets [w/ edit]
Cramer jumps the gun on TeeVee, advises investors (i.e. the public) on 5 stages of grief [edit] With reference to the last sentence below I
A Companion to the Continuum
The data sets at Yardeni.com are fabulous. You should keep it on watch and rummage through when you have spare time if you want to