Daily looks in-market are not meant to be a science. It is longer trends that eventually reveal the logic of ongoing macro moves. But I
Category: Inflation & Deflation
The Men Who Stare at Charts: Decades of Disinflation & 7 Years Post-Op Twist
I was going to look around to see if I could find a media article out there (complete with a TA trying to sound really
The Google Machine Inspires a Discussion about Inflation and Deflation
The following is excerpted from the Opening Notes segment in this week’s edition of Notes From the Rabbit Hole, NFTRH 525 (out on Sunday, November
Strange Signals in Inflation Land
So… Wages and Salaries Jump By 3.1%, Highest Level Since 2008 …implying the inflationary growth – AKA Trump reflation – theme is alive and well. As
“It’s Inflation All the Way, Baby!”
The title’s quote is from my late friend Jonathan Auerbach, who was the founding/managing partner of Auerbach Grayson in NYC, a brokerage specializing in global
Pictures of a Little Snap-Back in the Inflation Trade Today
The trend continues against the inflationists, but there has been the bullish divergence by Baltic Dry Index (per this NFTRH chart), and the inflation trade
Inflation Trade, in Progress Since Gold Kicked it Off in Q1 2016
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly
Checkup on the Global Inflation Trade
Because after all, the reason we have these bull markets is because of the heroic <sarcasm alert> acts of Central Banking monetary scientists led by
Inflation, With a Shelf Life
The following is excerpted from NFTRH 496‘s US & Global Market Indicators & Internals segment. It took on a life of its own, considering what
More Inflation Signaling From TIPS Ratios
Just a quick note that the laggard ‘inflation expectations’ gauge… …is starting to follow the leader ‘inflation expectations’ gauge upward. Subscribe to NFTRH Premium for
Yields, Inflation Trade and the Ongoing Boom
Yields are up, bonds down again pre-US open, per Investing.com’s graphic… This goes in line with inflationary signaling on the macro. Yesterday was an impulsive
Did Someone Say ‘Inflation Trade’?
Well yes, NFTRH 495 was that someone. A screenshot from the Wrap Up segment… With 2-10yr Treasury yields rising anew this week (as 30yr yields
‘Inflation Trade’ Balloon Gets Pricked
With reference to this morning’s post, yields are dumping, US Treasury bonds are getting a risk ‘off’ bid and the stuff that has gotten the
Bonds, Inflation & Amigos
The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological