Yellen says inflation and interest rates are “too low” Straight from the Bizzaro World comes Treasury Secretary Janet Yellen, wooing inflation and the higher interest
Tag: deflation
Time for a Reminder About TMM (total market manip)
It’s all MMT (modern monetary theory) TMM (total market manipulation) A tweet by Fidelity’s Jurrien Timmer jogged me back into the reality that for the
Ponder the Picture
No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole’ Bill is lookin’ good in his bond bear call so
NFTRH 647, Out Now
It’s a solid report covering what needs to be covered, especially now that the thing that was so disbelieved a year ago is now so
The State of the Macro
It’s the Bond Market, Stupid As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the
Yield Curve Steepening Continues
The 10yr/2yr Yield Curve continues to steepen This will probably amp up the prospects of some kind of Yield Curve control (YCC) by our trusty
“It’s inflation all the way, baby!”
Below is the ‘Opening Notes’ segment excerpted from the February 21 edition of Notes From the Rabbit Hole, NFTRH 643. The point of this segment
Yield Curve Updated
With nominal long-term yields recovering as expected, the Yield Curve is joining in by resuming its inflationary steepener. Below is the big picture, which I
The Steepening Yield Curve
The yield curve steepening from August 2019 continues It’s just another yield curve post to be considered or ignored as you please. The steepener continues
The Yield Curve Continues to Steepen…
A steepening yield curve indicates that at best, Goldilocks is nowhere to be found There are all kinds of geniuses out there (usually with massively
Steepening Yield Curve Demands Your Attention
If the yield curve is steepening under inflationary pressure (as it is today) your attention is demanded as an investor because 2020 into 2021 is much different
2020: The Year the Latest Inflation Operation Began
I have little doubt this is going to fail as all other inflationary operations have done. It will either fail here in 2020 as a
Inflation or Liquidation?
Conventional and traditional market analysis talks about investing as if it is a logical or normal discipline; as if there is a right way or
Central Banks Don’t Understand “the Way the World Works”
Way back in 2004 (boy, how the years fly by) I wrote this article, one of first few I’d written. Deflation: A Manufacturer’s View I