bonds

Read more about the article Ponder the Picture
Bonds / Inflation & Deflation

Ponder the Picture

No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole' Bill is lookin' good in his bond bear call so far after a recent hiccup.…

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March 30, 2021
Read more about the article How Perfect, the Pause in Yields?
Bonds / MSM / Psychology

How Perfect, the Pause in Yields?

Media screws the contrary pooch (again) This time it's Bloomberg and its BOND KING du jour*, Bill Gross making the call. And exactly one more hysterical day followed the call…

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March 22, 2021
Read more about the article NFTRH 647, Out Now
NFTRH

NFTRH 647, Out Now

It's a solid report covering what needs to be covered, especially now that the thing that was so disbelieved a year ago is now so universally believed. You've got to…

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March 21, 2021
Read more about the article Gold’s Correction Approaching a Limit?
Gold

Gold’s Correction Approaching a Limit?

Gold and long-term Treasury bonds are risk 'off' bedfellows If you think that the heretofore inflation signaling 30yr bond yield is approaching an upside limit maybe you think the same…

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March 17, 2021
Read more about the article As the Inflation Continues
Inflation & Deflation

As the Inflation Continues

As the inflation continues... We find charts doing exactly as would be expected under such circumstance. This weekly chart shows Long-term Treasury yields rising in conjunction with inflation expectations (TIP/TLT)…

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February 8, 2021
indicators
Gold / Market Indicators

Gold/Bond Ratios Merely Adjusting

In NFTRH we track Gold/Stocks consistently and Gold/Commodities and Gold/Currencies ratios fairly routinely. But we've not looked at gold's ratios to bonds in a long while. I see Gold/Bonds as…

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September 25, 2020
Read more about the article There Goes 2.2%
Interest Rates

There Goes 2.2%

The 30 year yield is below the 2.2% level. That is important because... ...this... If this keeps up it's a situation that is not positive to the inflationary, reflationary view.…

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January 24, 2020
Read more about the article 3 Other Amigos Well Aligned
Market Indicators

3 Other Amigos Well Aligned

Just a light duty post to show you 3 different items that would travel together in a would-be reflation trade. This chart is probably over a year old and was…

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November 8, 2019
Read more about the article What Thing Looks Like the Other Thing?
Bonds / Gold

What Thing Looks Like the Other Thing?

I thought so... The Bond Yield Continuum and Gold Gold’s vulnerability, in theory at least, is the fact that it has gone hand in hand with something that is stretched…

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September 5, 2019