The summer (inflation) cool down continues... We anticipated it in NFTRH well ahead of time using the (monthly 30yr yield) Continuum as a visual guide. The idea was that the…
The copper price is testing daily chart support It's not just copper that is calling the inflation-fueled reflation view to task. Long-term yields and 'inflation expectations' gauges are as well.…
Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not too hot, not too cold…
Cyclical markets in relation to gold indicate reflation is still on, but... The most inflation sensitive markets are still trouncing gold, while certain stock markets are flipping suspect and the…
For a sign of the end of the summer cool down - and deflationary whiff (such as it is) - yields will need to reverse upward and bonds head back…
Pring Inflation index recoils from target I have not looked at this chart for months, but it was created last year, maybe even a full year ago as we got…
The copper/gold ratio continues to be stalled where it was supposed to stall The global economic reflation instigated by balls out inflation (steroidal money printing and subsequent cost pushing) halted…
As long-term yields decline... We have a headline this morning that is so in accordance with the times. Where just a few months ago the hysteria was toward inflation and…
Disinflation was led dutifully by the TSX-V/TSX ratio Back on June 21 we noted that the TSX-V/TSX ratio was negatively diverging inflation expectations. That is the ratio of Canada's speculative…
Goldilocks today, stagflation or deflation tomorrow? I get to write a post like this with a level of authority simply because NFTRH and possibly this public website were the only…
The anticipated cool-down in previously rising inflation signals is in full effect Preamble This is a post by human Gary, not market analysis provider Gary. It's a free website with…
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 TSX-V/TSX ratio, which tends to…
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 side shoulder. That is the…