Gold vs. Inflation Expectations; a low being made? A weird ratio chart here. Gold (GLD) vs. expectations about the thing that too many gold bugs
Tag: inflation
Speaking of Uncle Buck, he has a story to tell
What worked at the beginning of the inflationary phase will probably work in reverse at the end As USD pops today to test the breakdown
Protected: NFTRH+; clarity on where the macro is headed, near/intermediate-term
There is no excerpt because this is a protected post.
Copper/Gold Ratio; real this time?
The copper/gold ratio is on another upside surge There is (lagging) inflation hysteria in the news and the copper/gold ratio is taking that and running
NFTRH 688, out now
After a whipsaw into and through ‘Fed minutes’ Wednesday, the week ends with an important theme intact. All the usual key aspects are updated and
The Fed’s inflated cake and a ‘quant’ of history [w/ edit]
A stroll through recent and not so recent inflationary history [edit] Some wording and a couple typos cleaned up from original post, no changes to
A look at inflationary dynamics through the lens of TSX-V/TSX
The ratio of two Canadian markets indicates cooling inflation One of the tools we use in NFTRH is the ratio of Canada’s speculative cow pastures
NFTRH+; updating the risk ‘on’ speculative & ‘inflation trade’ environment
Junk bonds (HYG) have held above the 50 day average, indicating that risk is still ‘on’. Junk/Investment Grade (LQD) has recovered strongly and is flipping
As FOMC rides off into the sunset…
Baltic Dry Index (BDI) continues to flash negative As FOMC and related noise fade away we are left as we were before the negative market
The Wizard speaks
Watch Fed Chairman Jerome Powell speak after the central bank’s market-moving policy decision You may listen to the man talk about putting the Genie back
Stuffing it back in the bottle!
The inflation Genie, that is… In this great adventure, the Fed creates inflation and then attempts to put it back in the bottle. Good luck
When the Fed tapers, who buys Treasury bonds?
20+ and 7-10 year Treasury bonds look constructive Look, I don’t know if it is just poetic or there is some degree of shall we