The 30yr bond yield Continuum... continues As 30 and 10yr Treasury bond yields hold and amp up their recoveries by this daily chart... ...the big picture monthly 'Continuum' chart of…
Banks are posting a strong quarter The inflation (money printing by the Fed) has brought reflation (economic benefits of said inflation) and none are more targeted for benefit than the…
Stagflation, Coal style My definition of Stagflation is 'inflation that works to impair the economy' (as opposed to appearing as a benefit as it does early on) and the problem…
Part 2 appears to be taking off now after the summer cool down. But part 2 is not going to play out like part 1. It will be more difficult…
Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment that clarifies and makes some…
The Continuum continues to form its right inverted shoulder In the spring the NFTRH plan was for a "summer cool down" in inflation expectations and the inflation trades. This after…
The 'inflation expectations' ETF is bullish The daily chart of RINF is, as currently situated, bullish having held the major daily uptrend (SMA 200), the intermediate daily trend (SMA 50)…
More indicators are triggering to the inflation view Giving the finger to the Fed's pretense as inflation fighters (taper: ooh, they must mean it) more market signals are tripping inflationary.…
![Read more about the article When the tight economic rope slackens [w/ edit]](/wp-content/uploads/2021/09/stag2.png)
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield…
The Copper/Gold ratio remains at a key decision point Gold has been clobbered lately but a key metallic macro indicator remains in a long-term congestion zone. If it's going to…
TSX-V/TSX ratio continues to negatively diverge the reflation trades Back on June 21 we compared inflation expectations with the fading CDNX/TSX Ratio using this chart (updated here). Nearly 3 months…
CPI comes in cooler, market cheers... So CPI is cool enough to settle the nerves of Fed-obsessed casino patrons and machines alike. Consumer prices post smaller than expected increase in…
[edit] Of course, every big buy in gold is a "whale purchase" or some other legit sounding thing while every big dump is a "paper sale!" to manipulate the price…
PPI +8.3% from August 2020 Producer inflation accelerated in August... So the dominant trend (in place over decades) is for declining Treasury yields with the implication of structural deflation. I…