NFTRH 711, out now
Back to the normal format after getting some important details and distinctions worked out in last week’s more talkative edition. NFTRH 711, […]
100% Independent top-down macro market analysis & strategy
100% Independent top-down macro market analysis & strategy
Back to the normal format after getting some important details and distinctions worked out in last week’s more talkative edition. NFTRH 711, […]
Just doing the work and moving forward. NFTRH 705, out now. For “best of breed” top down analysis of all major markets, […]
ACWX (world, ex-US) sports a Diamond pattern in the making. People incorrectly (IMO) label this as a reversal pattern when actually in […]
Yesterday we noted 3 sectors very interested in and benefiting from the cyclicality of rising long-term Treasury yields for a day at […]
The Trump/Fed/Treasury/Taxpayer backed reflation parlor trick known as currency devaluation does not only benefit the reflation sensitive US sectors (Materials, Industrials, Financials, […]
First off, a wish to all readers for a happy Memorial Day weekend as we remember loved ones lost in battle and […]
Per the email accompanying the report to subscribers… There is a lot going on this week from a macro perspective. For me, […]
A snapshot of another of our themes, that of the US dollar and global markets’ inverse relationship. As noted in NFTRH 539 […]
The simplest update we’ve ever had. An update on Nov. 26 talked about how Treasury yields are still set up bullish on […]
In NFTRH 516 we talked about yields, the yield curve, silver, silver vs. gold and the possibility of an inflationary situation cropping […]
A look at some daily charts of global markets/ETFs vs. SPX/SPY. Same rules apply as with the US sectors; it’s not TA, […]
The major caveat being that the Baltic Dry Index is a calculation, not a readily TA-able index. But the calculation of shipping […]
Several weeks ago NFTRH added a Global Market Internals segment to go with its US Market Internals views. The latter is actually […]
One of the charts from NFTRH’s Market Internals segment keeps track of several global markets in relation to the US SPX (SPY). […]