The State of the Macro
It's the Bond Market, Stupid As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the macro markets liquidated with great…
It's the Bond Market, Stupid As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the macro markets liquidated with great…
The 10yr/2yr Yield Curve continues to steepen This will probably amp up the prospects of some kind of Yield Curve control (YCC) by our trusty centralized monetary politburo. Here is…
Below is the 'Opening Notes' segment excerpted from the February 21 edition of Notes From the Rabbit Hole, NFTRH 643. The point of this segment was primarily to illustrate how…
The reflated raft of assets floats one way, gold the other It's simple. Everything is herding in the northerly direction at the behest of the Fed's anti-USD monetary policy as…
It's a sign of the times as inflation lifts most boats and creates experts geniuses gurus swamis err, promoters a dime a dozen [edit] Thanks to subscriber Rob I neglected a star…
Just kidding. Warren Buffett's Berkshire Hathaway may or may not own copper stocks. I did not dig deep enough to find out. For the purposes of this post it does…
TSX-V is in a cyclical bull market The TSX-V, which has been one of our main post-crash inflationary guides, has joined the likes of the Agricultural index, Copper and other…
As the inflation continues... We find charts doing exactly as would be expected under such circumstance. This weekly chart shows Long-term Treasury yields rising in conjunction with inflation expectations (TIP/TLT)…
You know what the Yield Curve is doing It is steepening to the tune of a new high as the inflation trades press on. FYI. Since this the mini inversion…
Indicators of and markets sensitive to the reflation instigated by ongoing inflationary operations continue to trend upward Today, as job growth rebounds (if you can call this a rebound), we…
Kitco interview with Dan Oliver [edit] He also makes note of the tanking velocity of money and dismisses it as the product of inputs that have no real relevance (or…
As to the post's title, they sure are trying. Despite doubts that the stodgy old likes of me may have. But for two days at least dem bugz is successfully…
Indicators and policymakers are on the same page The market is in tune if you can tune out the crazy goings on in AMC, GME, etc. I don't know why,…
The yield curve steepening from August 2019 continues It's just another yield curve post to be considered or ignored as you please. The steepener continues apace. The Goldilocks boom is…