If rapid M2 percentage growth forecast an inflation problem back in 2020, why would it not be forecasting deflationary pressure now? As far back April, 2020 NFTRH was forecasting a…
With inflation fading, the US Federal Reserve continues to the fight against... inflation! The question is 'why?'. Why do Jerome Powell and the Federal Reserve continue to tilt against the…
The USD breakdown is being tested with a bounce, as expected Kind of an important juncture during kind of an important week, wouldn't you say? The still-hawking, backward looking, tardy*…
After a Fed rate pause (or "skip" as they're billing it) in June, July will be the key meeting As noted in yesterday's post, a Fed rate pause for June…
With inflation fading, FOMC preps its "decision" on the Fed Funds Rate With inflation fading as yesteryear's news, Goldilocks continues to hold sway. It's been a year now that this…
CME Group shows this to be the last Fed rate hike of this cycle Of course, all you have to do is look at the indicators beneath the surface to…
Steve Saville checks in with a perfect post on money supply and the Fed Coincidentally, I used this chart of M2 to show the drastic percent change from a year…
Jerome Powell speech on interest rates indicates renewed hawkishness; but is the Fed behind the curve again, as they were in taking up the inflation fighting mantle? It will be…
As FOMC readies its .25% rate hike today… In 2021 and 2022 we called the Federal Reserve "tardy" on several occasions as they doggedly held to their "transitory" inflation stance…
Always needing an excuse for any given daily move, the MSfM serves up investors' Fed tightening fears this morning You can click the image of a pensive trader staring intently…
The 2 year Treasury yield inched up, then sagged The session ended with the 2 year Treasury yield up a teeny within the potential topping structure that we've been tracking…
As the November CPI report moderates, disinflation continues apace As the great and powerful Fed of Oz prepares to render his decision (ha ha ha) on the Fed Funds rate,…
Powell cheers the stock market with words of a softening stance Or at least that is how markets are interpreting the smaller rate hikes to come. Problem is, we already…
David Rosenberg on Deflation From an NFTRH subscriber: "Gary, You might want to watch David Rosenberg’s presentation. You guys have a lot in common wrt your market outlook and deflation…