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…
The May CPI report hits the markets tomorrow No predictions, just a question. What do you suppose might happen if somehow CPI - backward looking indicator that it is -…
Gold/Silver ratio (and USD) would attend global liquidity stress I know. I know. It's a mutant inflation and all, with global war and politics driving the bus now, and the…
It's not your Grandpa's inflation, and managing it takes effort Thanks to subscriber MM for sending a link to this interview. I found it quite interesting because in commodities, buying…
This is not your Grandpa's Inflation problem The Fed is starting to play catch-up with inflation signals from the bond market as evidenced by the Fed Funds Rate finally being…
The 10yr-2yr Yield Curve continues to posture for steepening The recent secondary inversion (initial inversion was August, 2019) continues to look like it has birthed a bouncing baby steepener. The…
I have a page with several chart based indicators for NFTRH subscribers to review any time they'd like in order to dovetail what they may see there with the ongoing…
Amid hysterical inflation headlines, Treasury bonds remain firm Of course, inflation is yesterday's news. That was the news that bonds had been reporting since mid-2020 when yields bottomed and turned…
Bonds up today despite alarming inflation headlines The hysteria of the moment, served up as usual by the mainstream financial media off of backward looking data/results, has not resulted in…