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…
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April 14, 2022
Behold the sheer beauty of the Continuum
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…
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April 11, 2022
NFTRH 701, out now
Look into the eyes of the hawk. Think about how the hawk has dragged its talons all along the way to inflationary overload. Now the hawk speaks after the indicators…
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April 10, 2022
Yield Curve inverts; gold awaits
Yield Curve inverts deeper than August, 2019 Like the larger media this tiny little spec within the media reports the news to you. The 10yr-2yr yield curve has inverted (ref.…
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April 1, 2022
A contrary setup in bonds?
Say, what does the combination of this... ...and this tell you? Bueller? Anyone? For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes…
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March 28, 2022
NFTRH 699, out now
I have written 699 of these things. 699 bottles of beer on the wall, 699 bottles of bear (and bull). Pardon me, I am punchy because I had a full…
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March 27, 2022
As if on cue, Russia/Ukraine enters the equation
Check out the graphic, which links to the article, which I have not read and am not going to read because I've read it all 1,000 times before. Got to…
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February 11, 2022
![Read more about the article Fed Jawbones mean business [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/02/jawbone.png?fit=512%2C364&ssl=1)
Fed Jawbones mean business [w/ edit]
3 month T-bill yield is demanding the Fed raise the Funds rate And the Fed is listening. [edit] After this post was published another Hawkish jawbone came in the form…
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February 10, 2022
NFTRH 692, out now
Very helpful as a guide in times of change, sorting through different short and long-term conditions and associated strategies. NFTRH 692, out now. For "best of breed" top down analysis…
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February 6, 2022
When the Fed tapers, who buys Treasury bonds?
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 say instigation [tin hat alert]…
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December 13, 2021
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 affirm. Long-term Treasury yields have…
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November 15, 2021
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. For "best of breed" top…
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November 5, 2021
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 the compelling charts in this…
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July 30, 2021
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 upward and bonds head back…
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July 20, 2021
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