![Read more about the article When the tight economic rope slackens [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2021/09/stag2.png?fit=564%2C466&ssl=1)
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield…
Our 30 year Treasury yield 'Continuum' chart indicates that deflation is the dominant trend, but... Steve Saville has written a post that got me thinking about carts and horses and…
Through hard and thorough work we are right with the macro. Nobody that I know of was talking about a summer cool down back in the spring. We were, it…
As you know, I have had a bit of a mental whipsaw between the right side shoulder of the (monthly) 30yr yield Continuum (one indicator of inflation) and the duo…
Market liquidity is draining from different vantage points On Wednesday I made a post that showed the "metallic credit spread" (as coined by Bob Hoye) known as the Gold/Silver ratio…
The 30yr Treasury yield has made its right side shoulder Of course there is inflation. We see it everywhere; the Fed's printed (funny) munny and the government's cost-pushing into the…
The summer (inflation) cool down continues... We anticipated it in NFTRH well ahead of time using the (monthly 30yr yield) Continuum as a visual guide. The idea was that the…
For a sign of the end of the summer cool down - and deflationary whiff (such as it is) - yields will need to reverse upward and bonds head back…
The screenshot of page 1 tells it all. Well, maybe not but it's a cool picture. This week's report drills in depth to the macro topics that I think are…
Goldilocks today, stagflation or deflation tomorrow? I get to write a post like this with a level of authority simply because NFTRH and possibly this public website were the only…
Macro markets quake as expected, bonds get a little crazy For months now we have been expecting the Continuum to make a roughly symmetrical right side shoulder. That is the…
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 rates that would attend it.…
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 last year we have been…
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 far after a recent hiccup.…