The long bond's yield pierces the limiters We have had this very event on radar since we began projecting it as the Fed was inflicting the inflation upon the financial…
Of course, this is just one lowly participant viewing the market and the media/policy circus surrounding it. But Brainard did not just happen to pop out yesterday to explicitly state…
Yield Curve inverts deeper than August, 2019 Like the larger media this tiny little spec within the media reports the news to you. The 10yr-2yr yield curve has inverted (ref.…
As the Yield Curve flattens, this inflation is different from the 2020 inflation In 2020 an inflationary yield curve steepener was in the bag as the Fed dropped and pinned…
30yr Treasury yield finally hits target Ah, but it's not that simple. Targets are not necessarily stop signs. It's at the decision point. Will the yield do what it has…
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Is the Fed trying to blow another, more covert asset bubble? [edit] With a note that another, less viable option is possible as well. That would be a 'just right'…
![Read more about the article The Fed’s inflated cake and a ‘quant’ of history [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/01/cake.png?fit=547%2C345&ssl=1)
A stroll through recent and not so recent inflationary history [edit] Some wording and a couple typos cleaned up from original post, no changes to themes... A Cynical Fed is…
The ratio of two Canadian markets indicates cooling inflation One of the tools we use in NFTRH is the ratio of Canada's speculative cow pastures (i.e. risky, often resources-oriented stocks)…
The yield curve is flattening I don't cheer-lead a given view, but if I were to do that I'd be cheering for a yield curve flattener to put a correction…
Before this week's COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term 'structural' (as opposed to…
#678 slims down just a bit but covers the relevant areas. And sure, we went macro again in order to help my own orientation, along with anyone else who may…
Part 2 appears to be taking off now after the summer cool down. But part 2 is not going to play out like part 1. It will be more difficult…
Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment that clarifies and makes some…
While including some personal editorial comments about gold and the precious metals sector #674 does all the real work with respect to the whole macro shootin' match. I have a…