The inflation cycle comes to an ignominious end with the banking sector's theatrics Or I should say that the inflation cycle is coming to what certainly appears to be its…
The target for the 30yr Treasury yield is 4%. Yesterday it hit 3.85%. Close enough? I am not sure. But one thing I am pretty sure of is that gold…
#713 is out and I've gotta run for one of a string of commitments lined up before me this summer. For "best of breed" top down analysis of all major…
The long bond's yield pierces the limiters We have had this very event on radar since we began projecting it as the Fed was inflicting the inflation upon the financial…
The 30yr bond yield Continuum... continues As 30 and 10yr Treasury bond yields hold and amp up their recoveries by this daily chart... ...the big picture monthly 'Continuum' chart of…
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…
While the 30-5 year yield curve does this, implying some inflationary issues... The more commonly watched 10-2 year does this, implying ongoing Goldilocks... While the nominal 2 year yield does…
The 3 Amigos were a blogger's way of not boring himself to death while fleshing out important macro indicators month after month. Amigo #1 (SPX/Gold ratio) got home and dropped…
It is notable and a little funny how the followers of 3G (Gurus Gross & Gundlach) have gotten hammered here as the Fed makes its adjustments of US Treasury security…
So how long ago did we begin seriously entertaining higher long-term Treasury yields? Well, per these posts, it was before Halloween that we noted the daily chart breakouts and began…
The breakouts above resistance are now being tested in 10 & 30 year bond yields. Though it's broken through the zone I drew, the 10yr is still regarded as testing.…
This snippet from NFTRH 467 is an extension of the Bonds & Related Indicators segment that delivered some messages to me that I feel I have got to take seriously…
Two ongoing themes in NFTRH of late have been for a rise in interest rates and a significant bounce in USD (thus far). While I have had my challenges with…