20+ and 7-10 year Treasury bonds look constructive Look, I don’t know if it is just poetic or there is some degree of shall we
Tag: bonds
NFTRH+; Back on the macro…
Since NFTRH 681 put its stock picking pants on I want to make sure we’re following the market backdrop this week if/as things change or
Bonds: Buy the news
It looks like for now at least, the play was indeed buy the (tapering) news in bonds. 7-10 Year… 20+ year… Have a nice weekend.
Not your mother’s inflation…
Why this is the time to invest in precious metals Not your mother’s inflation Personally, I am more interested in the mechanics of inflation and
Could today’s down-to-up reversal in the 30yr Treasury yield have signaled the end of the summer cool down?
For a sign of the end of the summer cool down – and deflationary whiff (such as it is) – yields will need to reverse
NFTRH 664, out now
The screenshot of page 1 tells it all. Well, maybe not but it’s a cool picture. This week’s report drills in depth to the macro
NFTRH+; Long-term Treasury bond sentiment
The sentiment backdrop is far different in long-term bonds now than it was when rates were rising and we projected a cool down in yields/inflation,
One Macro reset, comin’ up
Macro markets quake as expected, bonds get a little crazy For months now we have been expecting the Continuum to make a roughly symmetrical right
NFTRH+; Behind the scenes of HUI’s drop toward our pullback target
HUI (daily) is pulling back as expected to test support at the area where the SMA 50 is rising to meet the SMA 200 and
NFTRH 657, Out Now
It’s abbreviated for the holiday weekend, but it’s on the main points, keeping things relatively breezy but focused. NFTRH 657, out now… For “best of
New York Fed: Op/Twist (lite)?
New York Fed announces new Treasury bond operations Operation Twist, concocted in 2011 by Ben ‘Big Brain’ Bernanke came about with all sorts of egghead
Bonds Away!
Bond yields top on the Bloomberg/Gross signal, as expected Now the caveat to my constant lampooning of ole’ Billy G comes by way of a