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
Category: Inflation & Deflation
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
Inflation, Deflation and Bonds/Yields
Well, Biiwii certainly is busy this morning with burning questions about inflation, deflation and especially the bond market. Charlie Bilello checks in from a practical
Inflation is Not the Best Backdrop for a Gold Sector ‘Buy’
Posted over at Gold-Eagle… Inflation is Not the Best Backdrop for a Gold Sector ‘Buy’ “I realize that gold’s link with inflation is rooted in
The Age-Old Question; Inflation or Deflation?
I try to have a lot of different ways of looking at the macro backdrop because if enough of them imply the same thing then
10yr Yield Amigo Officially Hits Target Today
He’s the one in the middle, looking like he’s bracing for something… The 10yr yield has officially hit 2.9% today (the 30yr still has a
Post-CPI, “Inflation on the Rise”
All according to plan, I might add. Well, the “sending markets tumbling” part is its own animal. But as far as inflation fears and Treasury
Amigo #2 (10yr Yield) Nears Target, ‘Inflation Trade’ Failing, Gold Sector Shaking Off Inflation Bugs
Over and over again I’ve been making goofy headlines about the Amigos, the 3 macro riders who will reach (or abort) their respective destinations, at