I am not a bond trader or stock market analyst by original profession. Until 2004, when I became a public market writer and especially 2008,
Tag: deflation
Commodity (and Inflation) Fade Continues
As suspected, the various inflation/reflation trades were just bouncing in their downtrends as they have stopped within those downtrends after some pushed the limits. Commodities
The Continuum is Still in the Deflation Camp
As inflation expectations continue to ease again (daily chart)… The 30 year Treasury yield (AKA the Continuum) has crossed back below the line of demarcation
Protected: NFTRH; Drive to 5 on Track & Silver/Gold Ratio Indications
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Bafflement of the Inflationists
The inflationist gold bug does not understand why yields are down, commodities (ex-wildcards like Agri) are down, reflation trades are down, the US dollar is
Ratios to Gold; Updating What is Still a Counter-Cyclical View
So we have FOMC standing ready with the actual potential to rock the markets due to the split opinions of the Fed Rate Futures boyz.
Pictures of a Reflationary Bounce-a-Thon
Note the word bounce, which in TA means what it sounds like… a bounce within an existing trend. Note the trends here by the slopes
30 Year Yield Continuum & the Prospect of Inflation
The 30 year Treasury bond yield hit an extreme last month and is the last man standing in the way of a deflationary event of
Macro Implications, as Silver Takes Leadership From Gold
Since we noted the initial move to break the 200 day moving average – and at least temporarily break the downtrend on August 27th –
When the Bond Bubble Blows Up
Amazing isn’t it? It was only back in H2 2018 when everybody but you (because you are as smart as I think you are or
3 Amigos of Deflationary Macro Signaling
There are a lot more than 3 Amigos of deflation, but when I get a theme in my head it tends to stay until max
When Deflation is in the Air
When deflation is in the air you have people getting hysterical about negative interest rates and safe haven Treasury bonds. You have people telling us
The Great Inflation Delusion – Dr. Ed
Ref. Dr. Ed’s… The Great Inflation Delusion The central bankers have been fighting powerful forces of deflation. With all the liquidity they’ve provided, they have
Doctor Copper is Breaking Down
The already down-trending daily copper futures lost another support level last week and this morning is threatening a last ditch level. The weekly chart advises