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 early on) and the problem…
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 market signals are tripping inflationary.…
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 simply forecasting Evergrande and associated…
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 cooled a little too much…
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 Don (AKA the S&P 500)…
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) known as the Gold/Silver ratio…
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 idea was that the…
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. It's a free website with…
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 of surging inflation The fact…
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, subscribe to NFTRH Premium, which…
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 rates that would attend it.…
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 at framing the narrative just…
Reformed Broker on a coming (someday) taper: Of course they're going to talk about tapering So, they’re ready to start thinking about thinking about tapering. It’s good that they’re acknowledging…
A reminder that the government is bullshitting you when they say that the recovering economy is driving inflation. But you knew that already. It's just that this is so blatant…