Copper/Gold ratio
Last day of vacation, which I have committed to and enjoyed. Wife is understanding today as I ease back into work mode for a bit. Copper/Gold ratio is bent but…
2 Comments
April 25, 2022
Gold/Copper ratio
Gold (not cyclical, less inflation-sensitive) vs. Copper (the metallic economic doctor) Because it can be tiring looking at the Copper/Gold ratio every week, let's flip it over to the counter-cyclical…
Comments Off on Gold/Copper ratio
April 20, 2022
Just another Cu/Au ratio going nowhere post
Copper/Gold ratio continues sideways (what, you expected something different?) Because if nothing else, I am consistent. For a year I have reported to you the non-signal of Cu/Au. And so…
Comments Off on Just another Cu/Au ratio going nowhere post
April 18, 2022
The Continuum: Through the limiters!
Inflation pushes the 30-year Treasury bond yield through long-term moving average trends! Okay, let's take a breath. I don't like to use '!' in titles or even in articles. In…
April 15, 2022
High Yield credit spread rising again
Junk bond indications under rising pressure again When last we updated the High Yield spread it was easing in line with the market relief that came with a market bounce…
April 14, 2022
A friendly reminder from Dr. Copper & old man Gold
Copper/Gold ratio is still sideways The decision by this discrete indicator (remember, it's a group of indicators we want to see indicating similar outcomes for any given macro backdrop) has…
Comments Off on A friendly reminder from Dr. Copper & old man Gold
April 13, 2022
Get ready for the Yield Curve Steepener
Yield Curve continues to steepen after the recent inversion I do believe that we have ourselves a Yield Curve steepener on our hands. Here is the new steepener in the…
April 11, 2022
Relief, in the form of credit spreads
High Yield credit spread eases On March 15 we noted that High Yield option adjusted spreads were rising, which was a distinct economic/financial negative if it were to continue. It…
Comments Off on Relief, in the form of credit spreads
March 31, 2022
Yield Curve inversion upcoming
Only a few ticks away from an inverted Yield Curve With the free bond market driving up 2 year yields while the Fed holds out from going hawkish (hawk talk…
Comments Off on Yield Curve inversion upcoming
March 30, 2022
The Pigs are not leading yields
Bank sector negatively diverges long-term yields As long-term yields rise to tick the 2.5% to 2.7% target zone on the 30yr, the Bank sector seems to have other ideas. Like…
Comments Off on The Pigs are not leading yields
March 17, 2022
Fed not hawkish; hellflation or liquidation ahead [w/ edit]
Is the Fed trying to blow another, more covert asset bubble? [edit] With a note that another, less viable option is possible as well. That would be a 'just right'…
Comments Off on Fed not hawkish; hellflation or liquidation ahead [w/ edit]
March 17, 2022
Amid the noise, credit spreads continue to rise
High Yield credit spread hits its highest level since December, 2020 A feature of a weakening economy, not mention strengthening risk 'off' behavior is rising High Yield credit spreads. Junk…
Comments Off on Amid the noise, credit spreads continue to rise
March 15, 2022
Doctor Copper among pre-market’s harsh reversals
Copper spike and reversal As gold hits our short-term target (short-term, longer-term is much higher), Nickel goes limit up and other items went bonkers in pre-market, the good doctor is…
Comments Off on Doctor Copper among pre-market’s harsh reversals
March 7, 2022
Doctor Copper: “3 was not a charm, but…”
The copper price remains intact and in consolidation The drudgery continues. Cyclical, inflation-sensitive Copper is still bull biased as it creeps the SMA 50 after the latest upside fake out.…
Comments Off on Doctor Copper: “3 was not a charm, but…”
February 25, 2022
- Go to the previous page
- 1
- …
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- …
- 33
- Go to the next page