Repeat after me... "you have to invite the vampire into your house" Dow drops 500 points to session low after Powell mentions speeding up taper even amid omicron threat These…
The Baltic Dry Index has dropped hard I most often use the MSfM as a contrary indicator as you probably know. But this morning CNBC provided me with a valuable…
CPI inflation ramps up to no one's surprise Here is the headline from the media (click for the article)... Here are the nuts and bolts from BLS (click for the…
USD (DXY) makes a 38% Fib retrace USD (futures, DXY) has been in an uptrend for all of 2021. The uptrend was birthed by the March high and subsequent higher…
Inflation has permeated the macro markets; where to from here? Apologies in advance for some of the possibly confusing content to follow. But if this were easy anyone could do…
Stare at the chart of inflation expectations (RINF)... Gold went down during the 2012-2016 Goldilocks phase (officially ended in 2020 with the final tanking and reversal of inflation expectations), as…
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.…