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…
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…
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…
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…
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…
The market is tightening credit conditions again. In other words, it is projecting a sill-hawkish Fed. This is where we lay waste to all the hopes, shills and promotions about…
This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…
The government is stepping in to bail out SVB depositors and the banks are still tanking. Graphic is linked to the article. As a side note, the government says that…