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…
Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply…
As the Fed fights the last war (on inflation) the result is a rare thing; a bear market haven called cash, paying increasing income Safety Vehicles Gold: For long-term financial…
FOMC will raise the funds rate by .75% on November 2 So says CME Group... And so says the bond market... ...as the Continuum spikes to and through our target…
![Read more about the article Yield Curve: Peak Fed? [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/10/indicators.jpeg?fit=500%2C400&ssl=1)
As per one of my favorite 'not taking the analysis too seriously' market memes... ...we note that global casino patrons are good and pissed, scared and downright apoplectic. Especially overseas…
Fed minutes show the hawking Fed fully feathered They can't be this dumb. So there has to be a reason why the Fed, despite myriad signs of economic and inflationary…
FOMC, inflation, commodities & gold Even as inflation expectations roll over from the 2022 high... ...the CRB index continues to bounce. Here's DBC for an up to the minute view.…
CME Group traders favor a .75% Fed Funds Rate hike on November 2nd Meanwhile, inflation expectations have been cracking lately. My thesis is and has been that the Fed is…
Because here's the anticlimactic event (that's an assumption because this is written prior to the FOMC release) you've been waiting for... September 21, 2022 Federal Reserve issues FOMC statement For…
Eggheads assemble, as FOMC meets Ooh, can't you just cut the tension with a knife? FOMC is going to hike the funds rate by at least .75% tomorrow and according…