NFTRH 795
Notes From the Rabbit Hole, #795 Summary omitted this week as NFTRH 795 goes conversational on a weekend when an unexpected commitment popped up. "No Landing" (until after the election?)…
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February 4, 2024
Bonds / Bubbles / Gold / Inflation & Deflation / Market Indicators / NFTRH / Notable Public Posts / Public
Bond Market, Gold, Yield Curve and the Changes to Come
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…
January 15, 2024
Not to Beat a Dead Horse, But Goldilocks & Soft Landing Are All Over the Media
The anticipated "Goldilocks" disinflation continues and the media thinks it will last What do you think? Do you think Contrary Cramer will finally be right about something this time? Today…
December 12, 2023
The Stock Market & the Policy Behind it
An excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 785 on the state of the US stock market bubble as developed and sustained by another bubble…
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November 27, 2023
Why is the Fed Still Tilting at Fading Inflation?
With inflation fading, the US Federal Reserve continues to the fight against... inflation! The question is 'why?'. Why do Jerome Powell and the Federal Reserve continue to tilt against the…
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September 8, 2023
Yield Curve Stair Stepping a Steepener
The 10yr-2yr yield curve is grinding out a would-be steepener after the secondary extreme inversion The yield curve is pulling back currently as the Wizard has resumed complete control. Jerome…
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August 28, 2023
NFTRH+; Post-CPI, on Plan
The deceleration in backward looking inflation signals continues, to little surprise. We have been managing a Goldilocks macro (inflation not too hot, not too cold) and that is where we…
July 12, 2023
A Fed rate pause, and then?
After a Fed rate pause (or "skip" as they're billing it) in June, July will be the key meeting As noted in yesterday's post, a Fed rate pause for June…
June 14, 2023
Last Fed rate hike coming this week
CME Group shows this to be the last Fed rate hike of this cycle Of course, all you have to do is look at the indicators beneath the surface to…
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May 1, 2023
Fed Minutes circus: Banking Crisis to cause recession
Fed minutes show just how out of touch the eggheads are The Fed minutes were published for all to see (in my case, ignore until this morning). Step right up,…
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April 13, 2023
Wages moderate, Bank implodes, CME Group adjusts its Fed Funds Rate projection
Fed Funds Rate projections from CME Group adjusted from +.5% yesterday to +.25% today Silicon Valley Bank implodes and voila, the Fed Funds Rate projection dropped on cue. I will…
March 10, 2023