NFTRH 716, out now

For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed market updates and NFTRH+ dynamic updates and…

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NFTRH 715 (online edition)

An unexpected commitment has popped up this weekend and so this week's report is posted online in a format that is easier for me to manage, time-wise. It will be…

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NFTRH 714, out now

And I've gotta run. It's been a busy few weekends this summer. Next weekend will be no different. But then I think my schedule clears up nicely, just in time…

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NFTRH 712, out now

And I gotta run! Happy 4th, folks. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed…

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NFTRH 710, out now

It talks a lot... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed market updates and…

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The Fed’s position, in one picture

The Fed Funds rate has caught up to the 3 month T-bill yield, but the 2 year yield lurks above You can see that the Fed closed the gap as…

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NFTRH 707, out now

The screenshot is maybe being a little modest but really, there was not much to add as the markets are doing pretty much as expected with regard to sentiment and…

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The new non-inflationary curve steepener

10-2yr Yield Curve steepening, but not due to inflation While the headlines continue to blare inflation 24/7, an indicator of the 2020-2021 inflation diverges the hysteria. Sure, the yield curve…

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