Just another look at the indicator that is going to decide deflationary (current), inflationary (not yet) and which asset markets get destroyed or out/under perform in 2020. The yield curve…
At this time it is obviously a deflationary steepening. If this continues the boom as we knew it will be over. I say "as we knew it" because if it…
See? Here we are racing to the bottom of the barrel along with everybody else. I guess the green trend line just about intersects ZERO or below. Subscribe to NFTRH…
Here is the up close view of the spread, which continues to steepen since the summer mini-inversion. May be nothing, probably is something. And that something would mean changes for…
Hey, it's not me speculating upon that. It's the CME wise guys. A Corona-cut is on the way. On Friday we noted 100% chance of a cut with a 27%…
This week's events have even started to budge this holdout into action with a little blip toward re-steepening. I've been wondering if the 10yr/2yr yield curve (source) would start to…
Bond market calling... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed interim market updates and…
30 year Treasury yield (daily chart) is making a new low. 30 year Treasury yield (monthly chart) is way out of the Fed's implied comfort zone. Subscribe to NFTRH Premium…
The 30 year yield is below the 2.2% level. That is important because... ...this... If this keeps up it's a situation that is not positive to the inflationary, reflationary view.…
A key test by one important indicator is taking place now. Back when we were gauging the potential for the reflation trades one aspect would have been for long-term yields…
There will be other factors to consider, like inflationary vs. deflationary for example. But a theme we have going is for a 2020 steepening of the yield curve with the…
We have pointed out that the "inverted yield curve!!!" hype of last summer was just that, technical sounding hyperbole for the public to get riled up about by way of…
I had a feeling the post-FOMC plunge might be a final shake out of the steepener contingent, of which I am a card carrying member, still carrying my home made…
![Read more about the article Out of Control Trump Urges Zero % Interest Rates [w/edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2018/12/trump-1.png?fit=140%2C130&ssl=1)
[edit] My friend Scott chimes in thusly... "Oh, nice post this morning, all I can say and ever say is what Pete Townsend so accurately wrote in Won't Get Fooled…