It appears another FOMC was used as a reason to bull the markets (on hopes about a softening Fed) and then drop the markets (on dashed hopes). Gotta love those…
Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply…
FOMC, inflation, commodities & gold Even as inflation expectations roll over from the 2022 high... ...the CRB index continues to bounce. Here's DBC for an up to the minute view.…
CME Group traders favor a .75% Fed Funds Rate hike on November 2nd Meanwhile, inflation expectations have been cracking lately. My thesis is and has been that the Fed is…
Because here's the anticlimactic event (that's an assumption because this is written prior to the FOMC release) you've been waiting for... September 21, 2022 Federal Reserve issues FOMC statement For…
Eggheads assemble, as FOMC meets Ooh, can't you just cut the tension with a knife? FOMC is going to hike the funds rate by at least .75% tomorrow and according…
"All eyes are on Powell’s widely anticipated 10 a.m. ET speech at the central bank’s annual symposium in Wyoming." Oh really, Mr. MSFM article? Really? All eyes are on Powell…
![Read more about the article Enter the Jawbones [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/02/jawbone.png?fit=512%2C364&ssl=1)
FOMC is 1.5 months away but the jawbones interfere with markets at will [edit] I actually got up on the wrong side of the bed, so I am not my…
Hot off the press... Recent indicators of spending and production have softened. Nonetheless, job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains…
An unexpected commitment has popped up this weekend and so this week's report is posted online in a format that is easier for me to manage, time-wise. It will be…
And I've gotta run. It's been a busy few weekends this summer. Next weekend will be no different. But then I think my schedule clears up nicely, just in time…
Yesterday's little contrary CPI bounce has failed as of pre-market this morning. Stocks (ES, NQ, Global) are down and base and precious metals are down as well. They of the…
A scenario that was not mentioned in the previous update is that gold stocks (and other sectors, including the inflation stuff) could rally off of CPI, but that the big…
The Fed Funds rate has caught up to the 3 month T-bill yield, but the 2 year yield lurks above You can see that the Fed closed the gap as…