Goldilocks is transitional; it's what's next that will represent the next major macro theme Ever since the 30 year Treasury bond yield (one 'top-down' macro tool NFTRH uses to gauge…
With inflation fading, the US Federal Reserve continues to the fight against... inflation! The question is 'why?'. Why do Jerome Powell and the Federal Reserve continue to tilt against the…
The Goldilocks Rally, led by Tech/Growth stocks, motors on [edit] No sooner was this posted than Q1 GDP was revised upward from 1.2% to 2%. It's stuff like that that…
With inflation fading, FOMC preps its "decision" on the Fed Funds Rate With inflation fading as yesteryear's news, Goldilocks continues to hold sway. It's been a year now that this…
The April PPI report continues the disinflationary theme The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level…
Inflation is cooling, as measured by the CPI Surprised that inflation is cooling? Not if you've been reading this website or more intensely, NFTRH Premium over the last year. Inflation…
Disinflation and inflation over the last few decades show that disinflationary signaling and inflationary actions have worked together to increase prices, drop buying power Exhibit A: The Continuum of gently…
This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…
USD and gold have both been firm (this morning) against a steepening yield curve It's a deflationary yield curve steepener, as evidenced by both the 10yr and 2yr yields dropping…
A deflationary yield curve steepener is hinted at but not yet activated How do we know that the recent spike is a would-be deflationary yield curve steepener? We know because…
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…
The 30 year Treasury yield 'Continuum' is postured above 3.4% support and below 4% resistance The monthly chart of the 30 year Treasury bond yield is stacking candles below the…
#745's Commodities segment, discussing inflation and the materials of inflation Excerpted from the February 19th edition of Notes From the Rabbit Hole (#745) Inflation & Commodities The news is full…
January PPI bounced along with charts that would have indicated as much You can click the image to get the original article if you'd like. It's more in the recent…