I felt a little lonely spotlighting Treasury bond yields all those weeks ago, while today's momo market players were bearish on stocks and owning Treasury bonds in risk 'off' mode. …
The 30yr-5yr curve is still rising and in the bottom panel the nominal 10 year yield is still rising. As such, the Vampire Squid (per this weekly NFTRH+ chart) is…
Why another Bond Yield post? Because macro economically speaking the trend in bond yields will be at the very heart of everything else we will do as investors or traders…
Let's take a quick look at the state of bonds, yields and spreads. First, remember when we projected upside of 138 on TLT? Remember when they (momo freaks, people stampeding…
With the state of post-Op/Twist systemic dysfunction, there are no absolutes, but... Generally, a rising yield curve (after years of Goldilocks and her favored declining curve) would signal changes in…
There are two kinds of gold bugs. The first kind is the cult figure/cult member who has swallowed all the dogma and spewed enough of his own. He is enlisted…
Below is the opening segment of the September 25 edition of Notes From the Rabbit Hole, NFTRH 414... The Bank of Japan gave us a glimpse as to just how…
A look at the yield curve by weekly chart. Sooner or later one of these breakouts will be real and it will signal the end of the era of confidence…
Let's take a stroll through the interest rate situation, using daily charts instead of the usual bigger picture weeklies a day after Lael Brainard schooled us about the "new normal"…
Okay, it's the winner of the 'he's trying too hard for a cute post title' award. Thing 1 is the utilities. Thing 2 is the Banks. Thing 3 has not…
US yields are not aligned for the inflationary view as the yield curve sags once again today (2 year yields up, long-term yields down). Japanese bond yields have popped on,…
Amid the ongoing 'crashing interest rates!' hysterics, NFTRH 403 noted the following about the 2 year yield... "US 2 year yields are at the trend line. Be careful here in…
I own Thing 2 (XLU) from an NFTRH+ update, but took profit (and dividends) on its running mate, TLT. TLT is the 'long bond' iShares and it is roughly inverse…
We have long held that the Fed does not make decisions but rather, the Fed pretends to make decisions. The Fed ultimately follows market signals although to get in line…