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…
A subscriber asked for a chart of the 30yr Treasury yield showing longer history and that prompted this update. Interestingly, the Continuum of pleasantly declining long-term Treasury yields (bond bull…
As the 10yr-2yr yield curve inversion plays out, the time is coming for a turn in fortunes Before proceeding, I'd like to remind you that this article is not written…
Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…
I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
The April PPI report continues the disinflationary theme The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level…
Dedollarisation; the hip new buzz phrase may actually play out this time, for a while The multitude of analysts that have been waiting for the "death of the dollar" (DoD)…
Disinflation and inflation over the last few decades show that disinflationary signaling and inflationary actions have worked together to increase prices, drop buying power Exhibit A: The Continuum of gently…
This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…
NFTRH 751 Summary of NFTRH 751 and the Macro Situation Leading Up to It US Stock Market: Q1 Ends, Bear Market Rally (BMR) Intact We come to the end of…