Notes From the Rabbit Hole, #773 Summary US Stock Market: Slightly favored view became a reality as SPX and most indexes took back the 50 day moving averages. Thus, the…
The US dollar is not taking up the hype on the retail sales beat that theoretically implies a still hawkish Fed. It resides where we last left it, testing objective…
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…