NFTRH 725
Admin Notes Changes were made to nftrh.com last week and while I trust that most people rolled with the changes, there are a couple of changes that some may find…
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October 2, 2022
NFTRH 724
WIN "Whip inflation now"... That was the saying in the 1970s. Paul Volcker's Fed then locked itself in a death struggle with inflation by raising interest rates as high as…
September 25, 2022
Gold miners watch the “last inflated man standing” start to fail
As we step toward a counter-cyclical macro, the fundamentals will finally improve for gold mining From a June 19th interview I did with with Jordan Roy Byrne with respect to…
September 23, 2022
Media sporting Wood again (about deflation)
Say, did you know that Cathie Wood favors deflation? Why yes ladies and gentlemen, foremost overvalued story stock picker Cathie Wood thinks deflation is coming. That is quite contrarian alright…
September 15, 2022
NFTRH+; pre-FOMC interest rate landscape
Hot inflation is still in the news! You can click the image if you'd like to read the hype. CME Group was and still is overwhelmingly projecting a .75% rate…
September 13, 2022
Another inflation headline, another contrary bond market reaction
Core consumption rose, Treasury yields pull back Treasury bonds are still in downtrends, and thus yields are still in uptrends. So the inflation play is technically not yet broken from…
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June 30, 2022
NFTRH+; 30yr Treasury yield ‘Continuum’ status
Just a quick snapshot to update the Continuum's status. Please recall that we are looking for the yield to make a lower high to the 3.5% (actual: 3.45%) high of…
June 13, 2022
The Inflation Mutation
This is not your Grandpa's Inflation problem The Fed is starting to play catch-up with inflation signals from the bond market as evidenced by the Fed Funds Rate finally being…
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June 3, 2022
Yields up, 10yr-2yr Yield Curve still in steepening posture
The 10yr-2yr Yield Curve continues to posture for steepening The recent secondary inversion (initial inversion was August, 2019) continues to look like it has birthed a bouncing baby steepener. The…
May 31, 2022
Does this look like inflation?
I didn't think so; not this week. Well of course they have not even taken the SMA 50 yet, but isn't it funny how during yet another inflationary 'lagging data'…
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May 12, 2022
Not inflation friendly
A few inflation unfriendly pictures while everyone huddles on that side of the boat I don't know. Maybe they've obsoleted contrarian theory. Cancel culture and all. But just in case…
May 9, 2022
The Continuum; center stage during next week’s inflation data fest
The 30yr Treasury yield takes center stage as inflation data come in With next week's inflation data orgy we may find out if this chart is truly on its way…
May 5, 2022
April ISM and the forward economic view
ISM hints at forward deceleration Uncle Buck As a former manufacturing guy I am well aware of how monetary policy and the state of the US dollar affects US manufacturers.…
May 5, 2022
As the Continuum leads commodities upward…
As long-term Treasury yields lead the inflation trades... Let's remember that the Yield Curve is once again steepening and a new steepener can be inflationary (likely von Mises crack-up style),…
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April 18, 2022
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