Canadian TSX-V is holding support Note: this is Friday's close. Da 'V' is not trading today due to Canadian holiday. The Canadian TSX-V is holding the 50 and 200 day…
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…
The CRB/Gold ratio rose impulsively as it should have during a cyclical inflation problem that got out of the Fed's hands As noted in the previous post, the SPX/Gold ratio…
The Copper/Gold ratio continues its breakdown As if on cue to what NFTRH 754 had to say last weekend: However, I am most interested in copper for its signaling vs.…
The message is clear in OPEC's Crude Oil price manipulation You can click the image to read the article at CNBC. cnbc.com There is a reason that Energy is a…
A brief segment on commodities, as we anticipated a potential rotation from Tech leadership to a temporary revival of some of the inflation trades Per the NFTRH trade log yesterday,…
This is a Goldilocks rally, not an 'inflation trades' (or cyclical) rally Today is an 'FOMC comment-free' day for me, as there is nothing surprising or new going on there…
Agricultural commodities are in decline while Livestock are ramping Here on CPI day, I thought it would be interesting to look at agricultural commodities along with the livestock that consume…
#745's Commodities segment, discussing inflation and the materials of inflation Excerpted from the February 19th edition of Notes From the Rabbit Hole (#745) Inflation & Commodities The news is full…
Has the Baltic Dry Index (BDI) lost its 6 year correlation to commodities and inflation expectations? It would appear so, the Baltic Dry Index (weekly, linear scale chart) is in…
Soybean futures took out resistance amid a positive seasonal profile From the NFTRH trade log on December 23. The combination of positive seasonal conditions for Soybeans and the constructive daily…
Trading Economics is apparently much more than an economics stats aggregator I was looking for a good measure of the Lithium price, as I don't trust the chart of Li…
Natural Gas Futures are down nearly 8% this morning NFTRH 734 had this to say about Natural Gas, along with a chart that showed critical support that is giving way…
Nutrien (NTR) earnings show another 'inflation trade' biting the dust Fertilizer company Nutrien (NTR) earnings were hit by continued demand destruction in agricultural commodities and Nutrien stock is getting hammered.…