[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete
Category: Inflation & Deflation
Do ya feel lucky, punk? Gold gets hammered but Copper fails to seize the moment
The Copper/Gold ratio remains at a key decision point Gold has been clobbered lately but a key metallic macro indicator remains in a long-term congestion
A negative divergence to the inflationary reflation trades continues
TSX-V/TSX ratio continues to negatively diverge the reflation trades Back on June 21 we compared inflation expectations with the fading CDNX/TSX Ratio using this chart
CPI: Fed-obsessed Kabuki Dance cools
CPI comes in cooler, market cheers… So CPI is cool enough to settle the nerves of Fed-obsessed casino patrons and machines alike. Consumer prices post
Inflationist gold/gold stock boosters foiled again on ‘Flation Friday [w/ edit]
[edit] Of course, every big buy in gold is a “whale purchase” or some other legit sounding thing while every big dump is a “paper
PPI: A fitting end to the ‘summer cool down’?
PPI +8.3% from August 2020 Producer inflation accelerated in August… So the dominant trend (in place over decades) is for declining Treasury yields with the
The Inflation/Deflation debate wears on…
Our 30 year Treasury yield ‘Continuum’ chart indicates that deflation is the dominant trend, but… Steve Saville has written a post that got me thinking
The Vampire speaks
Jerome Powell speaks about policy as inflation indicators invite the Fed to continue its course (thanks to the summer cool down) It appears that things
First they came for the gold stocks…
First they came for the gold stocks… Then they came for resource rich, emerging economies… Then they came for commodities… What’s next? Will the Teflon
FOMC: Here’s the Munny line…
Fed talks taper “Looking ahead, most participants noted that, provided that the economy were to evolve broadly as they anticipated, they judged that it could
Summer cool down, Copper edition
As inflation hysteria continues to cool, the Copper price continues to weaken It looks like the SMA 200 or bust. If copper holds the SMA
“Liquidity Alarm”
Market liquidity is draining from different vantage points On Wednesday I made a post that showed the “metallic credit spread” (as coined by Bob Hoye)