20+ and 7-10 year Treasury bonds look constructive Look, I don’t know if it is just poetic or there is some degree of shall we
Category: Bonds
Bonds: Buy the news
It looks like for now at least, the play was indeed buy the (tapering) news in bonds. 7-10 Year… 20+ year… Have a nice weekend.
Yield curve and 10yr Treasury yield: Our story since August 2019…
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
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