The T-bill yield continues to ramp upward as inflation expectations pull back The 3 month T-bill yield (green) had been one of our guides demanding that the Fed get its…
The 3 month T-Bill yield is up while inflation expectations continue to moderate Despite the recent decline in inflation expectations by this marker (as noted in NFTRH 711)... The 3…
Junk-related credit spreads and inflation expectations remain tame and aloft, respectively Both of these indicators are intact to the inflation that the Fed created and by extension, the widespread speculation…
The 'inflation expectations' ETF is bullish The daily chart of RINF is, as currently situated, bullish having held the major daily uptrend (SMA 200), the intermediate daily trend (SMA 50)…
TSX-V/TSX ratio continues to negatively diverge the reflation trades Back on June 21 we compared inflation expectations with the fading CDNX/TSX Ratio using this chart (updated here). Nearly 3 months…
In looking at the chart of the 'inflation expectations' ETF (RINF, top panel) I notice its similarity to the the TIP/IEF ratio (middle panel) and dis-similarity to the TIP/TLT ratio…
I don't want this website to be a place where one guy puts out his views and expects readers to agree with everything or even assume that the source is…
Give me an inflationary macro where we throw darts and all stupidly make big money. Give me a deflationary macro where we have to use strategy and specific themes in…
There are crosscurrents in the futures this morning. The US dollar is up, commodities and stocks are down and gold and silver are making new highs and attempting new highs,…
This is pretty handy at the moment, I'd say. When there is "no inflation" (at least by gauges like this) that is the time that inflation can be promoted, eh?…
Gold vs. Silver and USD have reversed downward today. This would imply a whiff of an 'inflation trade' if it were to persist and lead to a break of the…