FOMC, inflation, commodities & gold Even as inflation expectations roll over from the 2022 high... ...the CRB index continues to bounce. Here's DBC for an up to the minute view.…
Copper/Gold and Oil/Gold correlated with the 10yr yield From yardeni.com, a visual representation of one implication of the Copper/Gold ratio, which I often make a big deal about. If the…
Say, did you know that Cathie Wood favors deflation? Why yes ladies and gentlemen, foremost overvalued story stock picker Cathie Wood thinks deflation is coming. That is quite contrarian alright…
You may by now recognize Mike, who is a new NFTRH subscriber and who has had a lot of input and questions in the comments section. I think that is…
As the almighty Fed (of Oz) prepares to render its decision... Treasury bonds continue to hammer out interesting daily chart patterns. Some notes on this... The daily charts say one…
The copper price is tanking, and not just nominally As the upcoming FOMC is forced by market signals to keep its hawk suit on (as of today 54% of CME…
Another CPI report, another big inflation headline All I can say (publicly) is that we are on track. I was actually concerned that today's headline might be the opposite of…
The T-bill yield continues to ramp upward as inflation expectations pull back The 3 month T-bill yield (green) had been one of our guides demanding that the Fed get its…
Gold is doing fairly poorly in its own right, but potentially bottoming vs. 'inflation expectations' (which are a key Fed consideration) The gold price (futures) is in a potential 'W'…
Core consumption rose, Treasury yields pull back Treasury bonds are still in downtrends, and thus yields are still in uptrends. So the inflation play is technically not yet broken from…
Who is surprised that the inflation bugs are selling gold stocks? Now a favored plan may be kicking into gear. That plan would see future buying from the miserable hands…
The 3 month T-Bill yield is up while inflation expectations continue to moderate Despite the recent decline in inflation expectations by this marker (as noted in NFTRH 711)... The 3…
Now that I've got your attention, inflation signals are fading left and right It's in all the data. It's in all the headlines. Everyone knows inflation is on fire. This…
Another hot CPI fails to suppress gold With FOMC on tap with an upcoming .5% rate hike, gold got hammered and bounced back with a vengeance on 'CPI' Friday. The…