Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not too hot, not too cold…
The screenshot of page 1 tells it all. Well, maybe not but it's a cool picture. This week's report drills in depth to the macro topics that I think are…
Goldilocks today, stagflation or deflation tomorrow? I get to write a post like this with a level of authority simply because NFTRH and possibly this public website were the only…
As noted a million times out here in the last 6 months my question has been 'Q4 2019 or H1 2020?' for the next inflation trade. Well, since the recent…
According to those seers who are paid to usually be wrong, NFP would show +145,000 jobs after a fairly weak 130,000 last month. The employment situation is flat-lining. You can…