I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly
Tag: inflation
NFTRH; Buy ‘Inflation Expectations’? (med. priority)
I was reading this post from Kevin Muir and decided to look closer at the charts for the inflation expectations gauges, TIP/TLT and TIP/IEF. Below
Checkup on the Global Inflation Trade
Because after all, the reason we have these bull markets is because of the heroic <sarcasm alert> acts of Central Banking monetary scientists led by
The World vs. SPY (SPX)
Some daily charts as shown in NFTRH’s Market Internals segment most weeks. World/US has broken down from a sideways trend. It’s neutral with a bearish
Inflation, With a Shelf Life
The following is excerpted from NFTRH 496‘s US & Global Market Indicators & Internals segment. It took on a life of its own, considering what
Inflation Trade: Gold Lags, Silver Leads as Expected
Posted at Gold-Eagle… Inflation Trade: Gold Lags, Silver Leads as Expected Finally we have movement in the precious metals sector…but unfortunately for gold cheerleaders, the
More Inflation Signaling From TIPS Ratios
Just a quick note that the laggard ‘inflation expectations’ gauge… …is starting to follow the leader ‘inflation expectations’ gauge upward. Subscribe to NFTRH Premium for
Yields, Inflation Trade and the Ongoing Boom
Yields are up, bonds down again pre-US open, per Investing.com’s graphic… This goes in line with inflationary signaling on the macro. Yesterday was an impulsive
NFTRH; In-Day Look at ‘Inflation Trade’ Signals
Ref. recent NFTRH notes about ‘inflation trade’ resumption and ref. this post put up in pre-market today. A big time launch in IM vs. Gold.
Did Someone Say ‘Inflation Trade’?
Well yes, NFTRH 495 was that someone. A screenshot from the Wrap Up segment… With 2-10yr Treasury yields rising anew this week (as 30yr yields
‘Inflation Trade’ Balloon Gets Pricked
With reference to this morning’s post, yields are dumping, US Treasury bonds are getting a risk ‘off’ bid and the stuff that has gotten the
Bonds, Inflation & Amigos
The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological
From Our Contrary Perch, an Update on Bonds
[edit] Today I took profit (principal & interest) on 7-10 year Treasury fund IEF in order to concentrate on the shorter end of the curve
Speaking of Rational Gold Bugs… Keith Weiner: Inflation is Not Under Control
Keith Weiner talks about inflation and it is not your normal pap. Read the article (which includes his usual gold and silver fundamental readings as