Stagflation, Coal style My definition of Stagflation is ‘inflation that works to impair the economy’ (as opposed to appearing as a benefit as it does
More indicators are triggering to the inflation view Giving the finger to the Fed’s pretense as inflation fighters (taper: ooh, they must mean it) more
The turn upward in the Gold/Silver Ratio has brought a degree of market upset The question now is whether that is all. Was the GSR
Jerome Powell speaks about policy as inflation indicators invite the Fed to continue its course (thanks to the summer cool down) It appears that things
First they came for the gold stocks… Then they came for resource rich, emerging economies… Then they came for commodities… What’s next? Will the Teflon
Market liquidity is draining from different vantage points On Wednesday I made a post that showed the “metallic credit spread” (as coined by Bob Hoye)
The summer (inflation) cool down continues… We anticipated it in NFTRH well ahead of time using the (monthly 30yr yield) Continuum as a visual guide.
The anticipated cool-down in previously rising inflation signals is in full effect Preamble This is a post by human Gary, not market analysis provider Gary.
Pre-FOMC, the market is “on edge” Why of course it is! The markets are on edge before the Federal Reserve’s policy update in the face
Here, let Paul Tudor Jones speak for himself (on inflation, commodities and the Fed)… For “best of breed” top down analysis of all major markets,
Yellen says inflation and interest rates are “too low” Straight from the Bizzaro World comes Treasury Secretary Janet Yellen, wooing inflation and the higher interest
As Biden Speaks, remember the economy is run by the Fed and it is run by inflation Of course, a career politician will be adept