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[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 without consideration of the Yield…
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 zone. If it's going to…
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 (updated here). Nearly 3 months…
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 smaller than expected increase in…
[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 sale!" to manipulate the price…
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 implication of structural deflation. I…
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 about carts and horses and…
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 cooled a little too much…
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 Don (AKA the S&P 500)…
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 be appropriate to start reducing…
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 200 it won't be a…
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) known as the Gold/Silver ratio…
Let's get through CPI tomorrow to see if there are any surprises to the view on the effects of the Fed's printed inflation and the government's pushed inflation. I don't…
The 30yr Treasury yield has made its right side shoulder Of course there is inflation. We see it everywhere; the Fed's printed (funny) munny and the government's cost-pushing into the…