Not inflation friendly
A few inflation unfriendly pictures while everyone huddles on that side of the boat I don't know. Maybe they've obsoleted contrarian theory. Cancel culture and all. But just in case…
16 Comments
May 9, 2022
NFTRH 704, out now
It's a bear market in stocks. Captain Obvious speaks. But there are potentials within that. Potential for a dispiriting crash, potential for a confounding rally and potential for a moderate…
Comments Off on NFTRH 704, out now
May 8, 2022
The Continuum; center stage during next week’s inflation data fest
The 30yr Treasury yield takes center stage as inflation data come in With next week's inflation data orgy we may find out if this chart is truly on its way…
May 5, 2022
April ISM and the forward economic view
ISM hints at forward deceleration Uncle Buck As a former manufacturing guy I am well aware of how monetary policy and the state of the US dollar affects US manufacturers.…
May 5, 2022
FOMC aside, maybe the real news comes next week
There will be inflation headlines next week The Fed's 'decision' (ha ha ha) is in the bag. They are finally going to do what this chart has been demanding they…
Comments Off on FOMC aside, maybe the real news comes next week
May 3, 2022
Gold/Copper ratio
Gold (not cyclical, less inflation-sensitive) vs. Copper (the metallic economic doctor) Because it can be tiring looking at the Copper/Gold ratio every week, let's flip it over to the counter-cyclical…
Comments Off on Gold/Copper ratio
April 20, 2022
As the Continuum leads commodities upward…
As long-term Treasury yields lead the inflation trades... Let's remember that the Yield Curve is once again steepening and a new steepener can be inflationary (likely von Mises crack-up style),…
Comments Off on As the Continuum leads commodities upward…
April 18, 2022
The Continuum: Through the limiters!
Inflation pushes the 30-year Treasury bond yield through long-term moving average trends! Okay, let's take a breath. I don't like to use '!' in titles or even in articles. In…
April 15, 2022
A friendly reminder from Dr. Copper & old man Gold
Copper/Gold ratio is still sideways The decision by this discrete indicator (remember, it's a group of indicators we want to see indicating similar outcomes for any given macro backdrop) has…
Comments Off on A friendly reminder from Dr. Copper & old man Gold
April 13, 2022
Behold the sheer beauty of the Continuum
The long bond's yield pierces the limiters We have had this very event on radar since we began projecting it as the Fed was inflicting the inflation upon the financial…
Comments Off on Behold the sheer beauty of the Continuum
April 11, 2022
NFTRH; the way I see it
Of course, this is just one lowly participant viewing the market and the media/policy circus surrounding it. But Brainard did not just happen to pop out yesterday to explicitly state…
Comments Off on NFTRH; the way I see it
April 6, 2022
Lael (big) Brainard jawbones the market
Lael Brainard jawbones amped up rate hikes I was doing something non-market for a while, came back and saw my holdings having taken a bit of a haircut since last…
April 5, 2022
Yield Curve inverts; gold awaits
Yield Curve inverts deeper than August, 2019 Like the larger media this tiny little spec within the media reports the news to you. The 10yr-2yr yield curve has inverted (ref.…
Comments Off on Yield Curve inverts; gold awaits
April 1, 2022
The Yield Curve flattener and a coming transition
As the Yield Curve flattens, this inflation is different from the 2020 inflation In 2020 an inflationary yield curve steepener was in the bag as the Fed dropped and pinned…
Comments Off on The Yield Curve flattener and a coming transition
March 24, 2022
- Go to the previous page
- 1
- …
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- …
- 47
- Go to the next page