I am not telling you anything you don't already know when I write that the market will be watching tomorrow's August Payrolls data closely. While I have no clue if…
Rosenberg recommends defensive positioning amid dis-inflationary, recessionary pressure The NFTRH theme has been disinflation and economic signals fading toward counter-cyclical. Check. Everybody's got the memo now. Even the tardy Fed…
The 10yr-2yr Yield Curve is poised to un-invert under disinflationary, possibly coming deflationary pressure We know the story. A disgusting virus spread across the world... ...terrorizing society into social and…
The Sahm Rule is getting airplay, but Sahm is not what I am... it is just one unexceptional and somewhat lagging indicator to the coming recession "We are pointed toward…
The June Payrolls Report ticks a hair above expectations Here is the full report: Hazel is keeping up a good front, grotesque smile intact. But her Leisure and Hospitality services…
Private Payrolls are the latest weak number (+150k) amid slow economic deceleration We anticipated Goldilocks back in Q4, 2022 - Q1, 2023 but she has been more intense and longer…
Gold is misunderstood, but the misunderstanding extends to those critical of others for misunderstanding it In Wonderland what is, it wouldn't be. The subject of this post has been made…
As floor space erodes, the copper price remains aloft A look at one data set from my new premium subscription to macro geek fest, MacroMicro. I've just begun looking into…
Government and Services continue to rudder the Good Ship Lollipop in the direction of Q4, Hazel's grotesque and winning smile intact (wave to the nice people, Hazel!) Here is the…
Jim Cramer micromanages the bond market and Fed Funds for you Jim Cramer wants you to know that Tuesday's supposedly poor market action prior to its in-day upward reversal was…
Still inverted, the yield curve is in countdown mode My daughter, who is taking an increasing interest in the economy now that she's out of school, working and trying to…
These graphs from the St. Louis Fed tell a story of excess, endurance, price appreciation & intense risk I've been on the expanding debt theme for many years now, but…
As inflation signals moderate and Goldilocks gets pumped, gold is forecasting something more virulent for Q4 - H1, 2025 While this is not an article about gold mining, it is…
