NFTRH 831
Summary US Stock Market [per last 2 weeks]: Bull still on as the trends are up and SOX>NDX are making some hints to recover as leaders. Market Sentiment: Middling to…
Comments Off on NFTRH 831
October 13, 2024
Bonds / Bubbles / Gold / Inflation & Deflation / Market Indicators / NFTRH / Notable Public Posts / Public
Bond Market, Gold, Yield Curve and the Changes to Come
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…
January 15, 2024
Core CPI Hits 2 Year Low, Any Questions?
Inflation reads flat and core CPI hits 2 year low; because of course they did! One year ago we began projecting a coming bull rally that would be the product…
November 14, 2023
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…
Comments Off on Commodities and the 30 Year Treasury Yield
July 25, 2023
NFTRH+; History & Implications of the Continuum (important update as an add-on to NFTRH 766)
A subscriber asked for a chart of the 30yr Treasury yield showing longer history and that prompted this update. Interestingly, the Continuum of pleasantly declining long-term Treasury yields (bond bull…
July 17, 2023
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…
May 21, 2023