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
Category: Inflation & Deflation
The 2 Horsemen
Global central banks have been pumping the liquidity spigots 24/7 and the US Fed is starting to go that way as well. This during a
Updating the 3 Metallic Amigos and the Macro Message
This morning in pre-market the Amigos’ futures charts update the macro story… …which goes something like this… Copper, the cyclical Amigo (weekly chart) has furthered
Q4 2019: Global Macro Inflation/Reflation Trade Gaining Steam by the Day
October came and went. It’s now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the
Silver & Gold to Inform Dr. Copper and so, the Macro
They call copper the metal with the Ph.D. in Economics. But these days Doctor Copper is little more than a quack in that regard, taking
Updated Inflation/Reflation Pictures
A look at a few of the macro indicators to what is ahead regarding the inflation/deflation (or damn her, Goldilocks)* view… The Continuum (30yr bond
The Gold Stock Correction and What Lays Ahead [w/ edit]
[edit] For comic relief here’s an email response to this post. I don’t know what forecast he’s talking about, the short-term correction view (already well
Inflation in the Offing?
Let’s take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The
The Coming Great Inflation – Steve Saville
See Steve Saville’s The Coming Great Inflation You should read the whole article, as Steve has studied von Mises and Austrian theory and applies his
Silver/Gold Ratio is a Guide as Inflation Signals Fade Again
The interplay between gold and silver is a critical component to understanding what is out ahead; to understanding whether long-term Treasury yields will rise and
The Continuum is Still in the Deflation Camp
As inflation expectations continue to ease again (daily chart)… The 30 year Treasury yield (AKA the Continuum) has crossed back below the line of demarcation
Bafflement of the Inflationists
The inflationist gold bug does not understand why yields are down, commodities (ex-wildcards like Agri) are down, reflation trades are down, the US dollar is
Pictures of a Reflationary Bounce-a-Thon
Note the word bounce, which in TA means what it sounds like… a bounce within an existing trend. Note the trends here by the slopes
30 Year Yield Continuum & the Prospect of Inflation
The 30 year Treasury bond yield hit an extreme last month and is the last man standing in the way of a deflationary event of