Bob Hoye Weighs in on Paul Volcker
It's like all of we old and sort of old guys are coming out of the woodwork this week about the passing of the last great Fed chief. Yesterday we…
It's like all of we old and sort of old guys are coming out of the woodwork this week about the passing of the last great Fed chief. Yesterday we…
The worst kept secret in the financial world is that the FOMC will not be further cutting the Fed Funds Rate today. In fact, 2.2% of futures players are speculating…
I was not paying attention to inflation in the late 1970s. I was trying to get a girlfriend. I was trying to get through college. I was well, I'll leave…
The president announced he is imposing tariffs on currency manipulators (which is a way of saying all nations with paper currency) and talked the USD down earlier, with FOMC due…
As noted a million times out here in the last 6 months my question has been 'Q4 2019 or H1 2020?' for the next inflation trade. Well, since the recent…
Global central banks have been pumping the liquidity spigots 24/7 and the US Fed is starting to go that way as well. This during a time of supposed economic splendor…
This morning in pre-market the Amigos' futures charts update the macro story... ...which goes something like this... Copper, the cyclical Amigo (weekly chart) has furthered the intermediate trend line break…
October came and went. It's now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the Christmas Eve massacre in which…
They call copper the metal with the Ph.D. in Economics. But these days Doctor Copper is little more than a quack in that regard, taking a cue from the metals…
A look at a few of the macro indicators to what is ahead regarding the inflation/deflation (or damn her, Goldilocks)* view... The Continuum (30yr bond yield, monthly chart) still resides…
[edit] For comic relief here's an email response to this post. I don't know what forecast he's talking about, the short-term correction view (already well along) or the longer-term upside…
Let's take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The spread between 10yr and 2yr…
See Steve Saville's The Coming Great Inflation You should read the whole article, as Steve has studied von Mises and Austrian theory and applies his own well thought out observations…
The interplay between gold and silver is a critical component to understanding what is out ahead; to understanding whether long-term Treasury yields will rise and if they rise, whether it…