TSX-V/TSX ratio is a negative divergence to inflation At the prompt of a subscriber I took at a look at one of my tools, the
Category: Inflation & Deflation
One Macro reset, comin’ up
Macro markets quake as expected, bonds get a little crazy For months now we have been expecting the Continuum to make a roughly symmetrical right
PTJ… Always a great listen
Here, let Paul Tudor Jones speak for himself (on inflation, commodities and the Fed)… For “best of breed” top down analysis of all major markets,
CPI inflation +.6% in May
CPI inflation rises .6% in May Click graphic, get BLS report… A reminder to check out the Inflation Guy for the scoop on this report’s
Gold’s inflation utility
Gold is okay, but not yet unique There are times when gold is an okay inflation hedge, while under-performing the likes of industrial metals, oil/energy,
30yr yield Continuum predicted Yellen’s inflationary jawbone
Yellen says inflation and interest rates are “too low” Straight from the Bizzaro World comes Treasury Secretary Janet Yellen, wooing inflation and the higher interest
Biden’s alternate universe
As Biden Speaks, remember the economy is run by the Fed and it is run by inflation Of course, a career politician will be adept
Inflation Cools (for now), Stag Awaits
To maintain the inflation, a cooling of inflation was needed That is one of those Alice in Wonderland-like statements, like the one I’ve got tattooed
Your Macro guide, the 30yr Treasury yield
30yr Treasury yield and markets/internals tied to it What markets and market internals are dependent upon an inflationary rise in long-term yields? Anyone? Beuller? For
“Thinking about thinking about tapering”
Reformed Broker on a coming (someday) taper: Of course they’re going to talk about tapering So, they’re ready to start thinking about thinking about tapering.
A friendly reminder that government is bullshitting you on inflation
A reminder that the government is bullshitting you when they say that the recovering economy is driving inflation. But you knew that already. It’s just
Inflation: Going Stag
Stagflation in the offing, unless it’s not different this time… As corporations continue to raise wages, market participants fear the Fed is wrong about supposedly
Continuum to… Continue?
30-year yield threatens to rise anew Here is the daily chart of the 30yr yield. Looks like a flag breaking out to me. By converting
Man Stares at Chart (and graphs), Sees the Truth
This chart indicates ‘reflation (still) on’ So you see, sometimes a man stares at a chart and that same man sees what cannot be argued.