The 2 year Treasury bond yield is up on recently revived inflation expectations after the January Payrolls and CPI reports One has to assume that the January Payrolls report instigated…
Just kidding. It's a reference to some gold bug man staring at a gold chart... ...many years ago, labeling it "the most important chart in the world". Some things just…
Headline US stock market ETF vs. headline US Treasury market ETF The daily chart of the SPY/TLT ratio shows the broad US stock market (incl. dividends) clinging to its major…
I searched for a live yield curve chart and could not find the curve as we usually view it, which is the 10yr-2yr available on a 1 day delay at…
Take a look at the yield on the long bond. Take a listen to all those formerly loud Treasury BOND BEARS!!! Now all you hear are crickets. So are we…
As noted in this week's NFTRH US & Global Market Internals segment, an important leader is failing to lead. That is all the more notable because said important leader is…
It's actually a look we have noted in the past, which is that a steepening yield curve can either be driven by relatively declining short-term yields and an oncoming liquidity…
I'll try to keep things simple with this recap of the 3 of the 5 major food groups (leaving aside commodities and currencies) for investors. No confusing you today with…
Well, you can't win 'em all. I am still holding TBT but I did not want to see the lower low that came about today. Yet I've drawn in some…
So I guess if I am in the near-term bullish (inflationary) camp I am also in the long-term yields rising camp. Therefore I am inviting the 20+ year Treasury bond…
The US dollar is finally bouncing and so are Treasury yields. One of several legs that could get kicked out from under the S&P 500's potentially bearish table is a…
[edit] Man, I am a typo making machine when I am in a hurry… :-(
A little over a week ago we had a subscriber update (now public) on TIP, TLT and some signals for the markets. Let’s update the charts from the update.
Nominal TLT and TIP continue with their “bullish slant” by the weekly view.
The ratio between them, an inflation expectations indicator, continues to be weak but I continue to favor nominal TIP for any long-term T bond exposure due to forward inflation expectations that I expect to whip up eventually. But this chart is indicative of the new downturn in commodities and another downturn in the ‘inflation trade’ we have expected. It was just a bounce after all. Weekly…
Over in bond land where so many good market indicators live, we have a strange situation with the generally risk 'OFF' TLT (long-term Treasury) consolidating right along with the very…