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…
Admin Welcome to the new version of the website. While there are probably some tweaks yet to be made, the nuts and bolts of it are as I'd like. Specifically,…
NFTRH 741 [edit] Regarding the 30yr yield continuum below, a subscriber inquired about how I interpret the yield and its future direction. I answered thusly... I wish I could be…
A good one, that #740. Helpful to its writer and to boot, it's got stock charts! NFTRH 740, out now...
The 2 year Treasury bond yield, T-bill and S&P 500 beg multiple interpretations I called the 2 year Treasury bond yield the most important chart in the world the other…
It's back to a normal PDF format this week and NFTRH 739 digs into the particulars of the Q4-Q1 rally theme and also examines its leadership, including and especially the…
The move being the pullback in long-term yields this morning, which would be in line with our view of disinflation and a pivot toward the favored counter-cyclical 2023 view as…
NFTRH 738 Happy New Year? Financially speaking, if we can plan well enough before 2023 unfolds and then keep the analytical ship on coarse through the adjustments that are sure…
NFTRH 737 Merry Christmas folks, and happy holidays of all persuasions. Let's jump into an abbreviated, summary style report [edit: of course it did not quite go that way as…
Long-term Treasury yields are rising this week within their intact daily uptrends. Bearing in mind that we are in the midst of a silly season, where I don't think market…
Headline US stock market ETF vs. headline US Treasury market ETF The daily chart of the SPY/TLT ratio shows the broad US stock market (incl. dividends) clinging to its major…
Screenshot, inform the nice people about the generalities of the detailed contents of this week's succinct (18 page) but personally very helpful report. For "best of breed" top down analysis…