A deflationary yield curve steepener is hinted at but not yet activated How do we know that the recent spike is a would-be deflationary yield curve steepener? We know because…
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…
The 30 year Treasury yield 'Continuum' is postured above 3.4% support and below 4% resistance The monthly chart of the 30 year Treasury bond yield is stacking candles below the…
#745's Commodities segment, discussing inflation and the materials of inflation Excerpted from the February 19th edition of Notes From the Rabbit Hole (#745) Inflation & Commodities The news is full…
January PPI bounced along with charts that would have indicated as much You can click the image to get the original article if you'd like. It's more in the recent…
Here is the January CPI report, hot off the press (+.5%) [edit] To me it's a nothingburger with respect to the trends, which would be expected to be lumpy. But…
The 2 year Treasury yield has ticked a higher high It's not what I was expecting, even after the booming January Payrolls report assured Hazel that she's got job security…
Has the Baltic Dry Index (BDI) lost its 6 year correlation to commodities and inflation expectations? It would appear so, the Baltic Dry Index (weekly, linear scale chart) is in…
Inflation expectations are not buying the blowout January Payrolls report The 10 year breakeven inflation rate has been declining (the 5 year is similar) for the better part of a…
As FOMC readies its .25% rate hike today… In 2021 and 2022 we called the Federal Reserve "tardy" on several occasions as they doggedly held to their "transitory" inflation stance…
December CPI report shows continued moderation of (lagging) inflation signals The December CPI report is out at BLS. Here is the table of details. Meanwhile, markets from gold to stocks…
As the November CPI report moderates, disinflation continues apace As the great and powerful Fed of Oz prepares to render his decision (ha ha ha) on the Fed Funds rate,…
The gold/inflation expectations (GLD/RINF) ratio has bounced within a major daily chart downtrend To finish turning the macro from inflationary to dis/de-flationary, we'll need to see gold bust its downtrend…
The 30 year Treasury bond yield (Continuum) is 100% on the NFTRH plan The plan was set in motion when first the the 30 year Treasury yield (TYX) took out…