The yield curve and the nominal 10yr yield are at a critical macro juncture The chart attempts to tell you what I think without me interfering, right up until August,…
The 10yr-2yr Yield Curve has had its first interruption of the new steepener During this summer in which some of my indicators are at war with each other (as I…
Let's get through CPI tomorrow to see if there are any surprises to the view on the effects of the Fed's printed inflation and the government's pushed inflation. I don't…
For a sign of the end of the summer cool down - and deflationary whiff (such as it is) - yields will need to reverse upward and bonds head back…
As long-term yields decline... We have a headline this morning that is so in accordance with the times. Where just a few months ago the hysteria was toward inflation and…
30-year yield threatens to rise anew Here is the daily chart of the 30yr yield. Looks like a flag breaking out to me. By converting the above to a monthly…
Indicators and policymakers are on the same page The market is in tune if you can tune out the crazy goings on in AMC, GME, etc. I don't know why,…
Not only are stock markets and yields rising, but so too is the yield curve steepening. Just a note that a process that has been in play since August 2019…
I can't shake the feeling that we are at a meaningful juncture, as the yield on the 30yr Treasury bond continues to bounce. It's still a daily chart downtrend, but…
The 10yr/2yr yield curve put in its flattening cycle low over a year ago and has been on a grinding steepener ever since. Long before the... ...reared its ugly head…
The Continuum (monthly 30yr yield with the 100 month EMA 'limiter') simply states that the economy was weakening, as were inflation expectations, before 2020. In early 2020 we got a…
I mean, in this country now where anything the president wishes to be true becomes true, why not simply erase my favorite long-term indicator to the monetary chicanery? Seriously, this…
Just keeping tabs on the most important indicator out there (IMO of course). With reference to the previous post on sentiment, maybe it is not such a wonder that long-term…
Far be it from me to let a couple of good days get me all giddy, but this freakin' market is F.U.N. fun again. That is because it's in motion,…