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…
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, subscribe to NFTRH Premium, which…
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 most important details (I believe…
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, materials, etc. During those times,…
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 rates that would attend it.…
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 at framing the narrative just…
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 on my left forearm: "Contrary-wise,…
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 "best of breed" top down…
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. It’s good that they’re acknowledging…
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 that this is so blatant…
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 "transitory" inflation, long-term Treasury bond…
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 the above to a monthly…
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. * Man sees the following…
All in the service to playing a game of 'Hide the [inflationary] Cheese'... April’s expected hiring boom goes bust as nonfarm payroll gain falls well short of estimates Here's the…