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. It has actually moderated back…
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 of the moving averages. I…
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 some kind. Confusingly, it is…
Since we noted the initial move to break the 200 day moving average - and at least temporarily break the downtrend on August 27th - the Silver/Gold ratio (SLV/GLD) has…
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 because you read NFTRH or…
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 annoyance registers with the reading…
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 that the long awaited financial…
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 succeeded in averting outright deflation.…
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 just how "last ditch" that…
Long-term yields bumped up today... This of course bumped my position in the T-bond bear up. It bumped my position in the Regional Banks iShares up. It bumped Uncle Buck…
Following is the Opening Notes segment of this week's edition of Notes From the Rabbit Hole (NFTRH 560). In this segment I tend to let some thoughts stream out before…
Here is the 10/2 as presented live here. The spread is pulling back very recently but maintains a modest uptrend (steepening) for 2019. Here is the 5 year view showing…
Over the years we've made a pretty big deal about how the herds get put off sides in bonds prior to macro cycle changes. The 2008 deflationary event put 'em…
A vampire needs to be invited in order to enter your house. So the story goes. But in this case, we are talking about the Macro house, with its nexus…