Excerpted from the March 29th edition of Notes From the Rabbit Hole, NFTRH 596, this segment was written before the segment on the Fed-Treasury-government ‘merger’
Category: Inflation & Deflation
The Nationalization of the Financial System; Me wan’ go home
Excerpted from today’s edition of Notes From the Rabbit Hole, NFTRH 596. I may publish another segment on inflation that goes well with this one
This is the night we ride…
This ain’t the garden of Eden There ain’t no angels above And things ain’t what they used to be And this ain’t the summer of
Stories from the bond market as the Yield Curve Steepens
Subtitle: Deflation to Inflation This morning the 10/2yield curve is again steepening and that is the headliner and one of my two most important indicators
Yield Spread continues to grind toward steeping
At this time it is obviously a deflationary steepening. If this continues the boom as we knew it will be over. I say “as we
Inflation (lack of) Expectations [w/edit]
[edit] I neglected to include an important one from a different vantage point, the Silver/Gold ratio. So let’s tuck it in right here at the
The Fix is In, Because it’s Always In *
Not to say that Coronavirus is not a real and ongoing threat or that it will not impact economic activity. It is and it will.
Trump: Make America Mediocre (at best) Again
In this post we set aside any personal thoughts about Trump and simply take him at his own words. If you believe I am wrong
Wooing Inflation
The Continuum (the systematic downtrend in long-term Treasury yields) has for decades given the Fed the green light on inflation. Sometimes it runs hot (as
Bob Hoye Weighs in on Paul Volcker
It’s like all of we old and sort of old guys are coming out of the woodwork this week about the passing of the last
As We Await the FOMC Anti-Climax…
The worst kept secret in the financial world is that the FOMC will not be further cutting the Fed Funds Rate today. In fact, 2.2%
Paul Volcker: The Great Disinflator –Dr. Ed
I was not paying attention to inflation in the late 1970s. I was trying to get a girlfriend. I was trying to get through college.
Updating the Reflation Bounce
The president announced he is imposing tariffs on currency manipulators (which is a way of saying all nations with paper currency) and talked the USD
Inflation Fades
As noted a million times out here in the last 6 months my question has been ‘Q4 2019 or H1 2020?’ for the next inflation