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
Tag: inflation
Yield Curve Would Indicate Stress
We have pointed out that the “inverted yield curve!!!” hype of last summer was just that, technical sounding hyperbole for the public to get riled
Why Use the Silver/Gold Ratio?
This post actually furthers a response to a colleague who wondered why I look at silver so closely instead of just industrial metals vs. gold.
The 2 Horsemen
Global central banks have been pumping the liquidity spigots 24/7 and the US Fed is starting to go that way as well. This during a
3 Other Amigos Well Aligned
Just a light duty post to show you 3 different items that would travel together in a would-be reflation trade. This chart is probably over
Updating the 3 Metallic Amigos and the Macro Message
This morning in pre-market the Amigos’ futures charts update the macro story… …which goes something like this… Copper, the cyclical Amigo (weekly chart) has furthered
Protected: NFTRH; Updating Some Macro Pictures
There is no excerpt because this is a protected post.
Q4 2019: Global Macro Inflation/Reflation Trade Gaining Steam by the Day
October came and went. It’s now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the
Silver/Gold Ratio Short & Long-term Status
Daily Silver/Gold ratio (SLV/GLD) continues to cling to the story of a coming inflation situation as it also clings to the up-turned 50 day average.
Silver & Gold to Inform Dr. Copper and so, the Macro
They call copper the metal with the Ph.D. in Economics. But these days Doctor Copper is little more than a quack in that regard, taking
Updated Inflation/Reflation Pictures
A look at a few of the macro indicators to what is ahead regarding the inflation/deflation (or damn her, Goldilocks)* view… The Continuum (30yr bond
The Gold Stock Correction and What Lays Ahead [w/ edit]
[edit] For comic relief here’s an email response to this post. I don’t know what forecast he’s talking about, the short-term correction view (already well
Geeked Out Chart Inspires Rambling Post…
I am not a bond trader or stock market analyst by original profession. Until 2004, when I became a public market writer and especially 2008,
Inflation in the Offing?
Let’s take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The