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…
Target and Walmart hit hard with cost increases What good are increased sales when every unit of sales is subject to pressured margins? It's another manifestation of our antlered friend,…
I didn't think so; not this week. Well of course they have not even taken the SMA 50 yet, but isn't it funny how during yet another inflationary 'lagging data'…
![Read more about the article CPI on tap [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2018/03/larry1.png?fit=573%2C591&ssl=1)
CPI will show inflation, but at what rate? [edit] You can view the CPI report here by clicking the graphic... This morning's CPI release is much anticipated by your trusty…
A few inflation unfriendly pictures while everyone huddles on that side of the boat I don't know. Maybe they've obsoleted contrarian theory. Cancel culture and all. But just in case…
Yield curve steepens again, under inflationary pressure Look, if we are going to kill the hysteria of the day it is not going to be killed in a day. It…
The 30yr Treasury yield takes center stage as inflation data come in With next week's inflation data orgy we may find out if this chart is truly on its way…
ISM hints at forward deceleration Uncle Buck As a former manufacturing guy I am well aware of how monetary policy and the state of the US dollar affects US manufacturers.…
There will be inflation headlines next week The Fed's 'decision' (ha ha ha) is in the bag. They are finally going to do what this chart has been demanding they…
Subscribers will understand the macro implications of a breakdown in the ‘V’ and the ongoing downtrend in its relationship to the Canadian TSX index. Anyone else should realize at the…
As long-term Treasury yields lead the inflation trades... Let's remember that the Yield Curve is once again steepening and a new steepener can be inflationary (likely von Mises crack-up style),…