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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July 17, 2022
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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July 3, 2022
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…
June 19, 2022
NFTRH+; Important Treasury bond (macro) update
Per this post yesterday the 2yr Treasury yield has taken out the 2018 high and a secular bull market trend (lower highs in yields) has been broken in short-term bonds.…
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June 16, 2022
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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June 15, 2022
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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May 29, 2022
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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May 26, 2022
Just another ‘bonds are diverging inflation hysteria’ post as they ready the goons
As they ready the FOMC minutes to be inflicted upon the markets... We note that anti-inflation Treasury bonds are still in bounce mode and hence, yields are still in pullback…
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May 25, 2022
Bonds again diverge inflation headlines
Bonds up today despite alarming inflation headlines The hysteria of the moment, served up as usual by the mainstream financial media off of backward looking data/results, has not resulted in…
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May 18, 2022
US & Global stocks, bonds, USD, precious metals & commodities
A general update of a macro in transition Detailed work, which got us to this point intact, if a little frustrated*, is done in NFTRH reports and updates. But it's…
May 13, 2022
Not inflation friendly
A few inflation unfriendly pictures while everyone huddles on that side of the boat I don't know. Maybe they've obsoleted contrarian theory. Cancel culture and all. But just in case…
May 9, 2022
NFTRH+; the other side of the bond market
In NFTRH 704 we reviewed the shortest end, where the 2 year Treasury yield is nearing its decision point, whereby a continued rise in yields would indicate a bear market…
May 9, 2022
NFTRH 704, out now
It's a bear market in stocks. Captain Obvious speaks. But there are potentials within that. Potential for a dispiriting crash, potential for a confounding rally and potential for a moderate…
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May 8, 2022
As the Continuum leads commodities upward…
As long-term Treasury yields lead the inflation trades... Let's remember that the Yield Curve is once again steepening and a new steepener can be inflationary (likely von Mises crack-up style),…
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April 18, 2022
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