The following is excerpted from the Opening Notes segment in this week's edition of Notes From the Rabbit Hole, NFTRH 525 (out on Sunday, November 11). It pretty much came…
So... Wages and Salaries Jump By 3.1%, Highest Level Since 2008 ...implying the inflationary growth - AKA Trump reflation - theme is alive and well. As noted in the linked blurb…
The title's quote is from my late friend Jonathan Auerbach, who was the founding/managing partner of Auerbach Grayson in NYC, a brokerage specializing in global investment. "It's inflation all the…
The trend continues against the inflationists, but there has been the bullish divergence by Baltic Dry Index (per this NFTRH chart), and the inflation trade has been very oversold, after…
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly avoiding a bear market while…
Because after all, the reason we have these bull markets is because of the heroic <sarcasm alert> acts of Central Banking monetary scientists led by the big brained Bernanke and…
The following is excerpted from NFTRH 496's US & Global Market Indicators & Internals segment. It took on a life of its own, considering what you see below is not…
Just a quick note that the laggard 'inflation expectations' gauge... ...is starting to follow the leader 'inflation expectations' gauge upward. Subscribe to NFTRH Premium for an in-depth weekly market report,…
Yields are up, bonds down again pre-US open, per Investing.com's graphic... This goes in line with inflationary signaling on the macro. Yesterday was an impulsive one for the 'inflation trade'…
Well yes, NFTRH 495 was that someone. A screenshot from the Wrap Up segment... With 2-10yr Treasury yields rising anew this week (as 30yr yields lag in similar fashion to…
With reference to this morning's post, yields are dumping, US Treasury bonds are getting a risk 'off' bid and the stuff that has gotten the biggest inflation/reflation bid since the…
The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological views and thus, bias. #491…
Well, Biiwii certainly is busy this morning with burning questions about inflation, deflation and especially the bond market. Charlie Bilello checks in from a practical standpoint (and later will have…
Posted over at Gold-Eagle... Inflation is Not the Best Backdrop for a Gold Sector 'Buy' "I realize that gold’s link with inflation is rooted in the mass psyche and it…