I neglected to include an important one from a different vantage point, the Silver/Gold ratio. So let’s tuck it in right here at the
Not to say that Coronavirus is not a real and ongoing threat or that it will not impact economic activity. It is and it will.
In this post we set aside any personal thoughts about Trump and simply take him at his own words. If you believe I am wrong
The Continuum (the systematic downtrend in long-term Treasury yields) has for decades given the Fed the green light on inflation. Sometimes it runs hot (as
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
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%
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.
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
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
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
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
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
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 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