commodities and 30 year treasury yield

Commodities and the 30 Year Treasury Yield

Commodities and the 30 year Treasury Yield 'Continuum' Commodities are usually well aligned with inflation signaling from the bond market (nominal yields, yield curves, inflation expectations, etc.). My current views…

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Notes From the Rabbit Hole

NFTRH 758

Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…

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Notes From the Rabbit Hole

NFTRH 757

Notes From the Rabbit Hole, #757 Summary of NFTRH 757 and the macro situation leading up to it US stock market is at risk by its internal indicators. Sentiment is…

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Notes From the Rabbit Hole

NFTRH 753

NFTRH 753 Summary of NFTRH 753 and the macro situation leading up to it Gold The noise is rising. It's rising on Twitter. It's rising at the gold websites. It's…

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Notes From the Rabbit Hole

NFTRH 752

NFTRH 752 Summary of NFTRH 752 and the macro situation leading up to it Precious Metals Email Response to a Subscriber About Gold's Technical Situation To address what may be…

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Notes From the Rabbit Hole

NFTRH 749

NFTRH 749 Gold Stocks Let's get right to the sector that is primary in our forward view of the macro change that is developing (as if on cue, I might…

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nftrh plus

NFTRH+; Pre-market

Observations in US pre-market Yields are bumping up again, putting further strain on bonds as would-be indications of easing inflation fears. The 10yr note has taken out its December low…

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Notes From the Rabbit Hole

NFTRH 745

Inflation Redux? It is a valid question, given all the noise about inflation over the last couple of weeks. This was driven by the theoretically cost-pushing January payrolls report, CPI…

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