The Federal Reserve states that its goal is to promote employment and economic growth while regulating inflation. As if it is as simple as pulling levers, tweaking a few knobs…
Here is a look at today's economic data releases. This follows on to yesterday's big bump in Durable Goods (+4.9% correcting a previous -4.6%). The market is cheering the 1%…
Silver vs. Gold and Tip vs. TLT say "no inflation trade yet". Subscribe to NFTRH Premium for your 25-35 page weekly report, interim updates and NFTRH+ chart and trade ideas…
We have noted anecdotally that there is a creeping inflation in the system. It does not show up in commodities, which are in a post-bubble (ah, the good old 'China…
Copper has a long-standing target of 1.50/lb. That is the marker that would take the "copper is very bearish, technically" out of the equation. Might 30 bucks a barrel contain…
By way of @TheStalwart (which was forwarded by a subscriber who has dug up so many quality reference points): Holy crap. Had no idea the Billion Prices Project is now…
What I mean by "Bounce" is not necessarily in the stock market, which is a candidate for one. But in the inflation story. Per the post on T bonds and…
At the prodding of an NFTRH subscriber who was combing through old issues, I went back and read NFTRH 7, from November of 2008 and was struck by how things…
First, for all you right minded wording detectives out there, you are absolutely right... inflation is not rising prices and deflation is not dropping prices. Also, deflation is not two…
Gold vs. Silver and USD have reversed downward today. This would imply a whiff of an 'inflation trade' if it were to persist and lead to a break of the…