Cost-push inflation could break out (and a note on gold) Before beginning the post a little context is in order. We (NFTRH) anticipated the current pause in long-term Treasury yields…
US now finds itself on outside of two massive Asia-Pacific blocs From Nikkei Asia: Five RCEP takeaways: Asia cements grip as free trade torchbearer In my opinion at exactly the…
China's Politburo is not sitting idly by while Trump pushes them around. From the Nikkei Asian Review... Why China's 'dual circulation' plan is bad news for everyone else Rebalancing in…
The data sets at Yardeni.com are fabulous. You should keep it on watch and rummage through when you have spare time if you want to nerd out. The current backdrop…
When I used to publish other peoples' stuff at biiwii.com one of my favorites was the Daily Shot Brief. So this post is just a reminder that The Daily Shot…
It is difficult in the midst of panic and loss to think about others, but I know a lot of people are doing just that. I am too. There are…
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[edit] As with all these posts that include politics this one seems to have stirred something up that I did not intend. If you think for one minute that I…
I don't mind telling you that I tend to tune everybody out in favor of the market. That includes mainstream Wall Street types, perma-bulls, perma-bears, speed freaks & momos, doom…
You can click this graphic for the detailed November Payrolls report from BLS. Here is where the heavy lifting came from. There is the usual onslaught of services jobs relative…
Here is the full ISM Report on Business if you'd like to check it out. Here are the concerning items I've marked up... Here are what some respondents have to…
Gold bugs will remember 2012 as the last year of hope that gold was still in its bull cycle as it managed to hold key support around 1550 into year…
It's just one region, but the Philly Fed's Manufacturing survey bumped up in its most recent reading. The thing I find most interesting is the expectation that manufacturers will be…
The graphic shows you that the media have now, months later, caught up to the story. As we have been noting all year, Semi leads and Semi Equipment and Materials…
