The inflation cycle comes to an ignominious end with the banking sector's theatrics Or I should say that the inflation cycle is coming to what certainly appears to be its…
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…
Jerome Powell speech on interest rates indicates renewed hawkishness; but is the Fed behind the curve again, as they were in taking up the inflation fighting mantle? It will be…
Last update for today, I promise (I think I promise). :-) I am back in my office after a scare earlier involving daughter, fainting, hitting head, emergency room. Now hopefully…
The 30 year Treasury yield 'Continuum' is postured above 3.4% support and below 4% resistance The monthly chart of the 30 year Treasury bond yield is stacking candles below the…
#745's Commodities segment, discussing inflation and the materials of inflation Excerpted from the February 19th edition of Notes From the Rabbit Hole (#745) Inflation & Commodities The news is full…
Here is the January CPI report, hot off the press (+.5%) [edit] To me it's a nothingburger with respect to the trends, which would be expected to be lumpy. But…
Gold ratios to cyclical assets have weakened during an interim Goldilocks phase It's just the way it is at the moment as gold's ratios to cyclical assets show an at…
Has the Baltic Dry Index (BDI) lost its 6 year correlation to commodities and inflation expectations? It would appear so, the Baltic Dry Index (weekly, linear scale chart) is in…
The gold price is getting hammered, but its ratios generally are not... And that means something. Using the associated ETFs... Gold price adjusted by the silver price: not hammered. Gold/Silver…
Inflation expectations are not buying the blowout January Payrolls report The 10 year breakeven inflation rate has been declining (the 5 year is similar) for the better part of a…
As FOMC readies its .25% rate hike today… In 2021 and 2022 we called the Federal Reserve "tardy" on several occasions as they doggedly held to their "transitory" inflation stance…
December CPI report shows continued moderation of (lagging) inflation signals The December CPI report is out at BLS. Here is the table of details. Meanwhile, markets from gold to stocks…
