The yield curve is flattening I don't cheer-lead a given view, but if I were to do that I'd be cheering for a yield curve flattener to put a correction…
Repeat after me... "you have to invite the vampire into your house" Dow drops 500 points to session low after Powell mentions speeding up taper even amid omicron threat These…
Before this week's COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term 'structural' (as opposed to…
Since NFTRH 681 put its stock picking pants on I want to make sure we're following the market backdrop this week if/as things change or affirm. Long-term Treasury yields have…
The Baltic Dry Index has dropped hard I most often use the MSfM as a contrary indicator as you probably know. But this morning CNBC provided me with a valuable…
CPI inflation ramps up to no one's surprise Here is the headline from the media (click for the article)... Here are the nuts and bolts from BLS (click for the…
USD (DXY) makes a 38% Fib retrace USD (futures, DXY) has been in an uptrend for all of 2021. The uptrend was birthed by the March high and subsequent higher…
FOMC is set to cease bond buying The worst kept secret in the financial world is that the Fed is going to taper the bond buying macro manipulation that kick…
It's FOMC week. And who really cares? The analysis does not really care. It lays out the status of the inflation trades and the precious metals. But also the status…
Inflation has permeated the macro markets; where to from here? Apologies in advance for some of the possibly confusing content to follow. But if this were easy anyone could do…
Stare at the chart of inflation expectations (RINF)... Gold went down during the 2012-2016 Goldilocks phase (officially ended in 2020 with the final tanking and reversal of inflation expectations), as…
#678 slims down just a bit but covers the relevant areas. And sure, we went macro again in order to help my own orientation, along with anyone else who may…
The 30yr bond yield Continuum... continues As 30 and 10yr Treasury bond yields hold and amp up their recoveries by this daily chart... ...the big picture monthly 'Continuum' chart of…
Just moving along with the pre-Stag inflationary macro, noting opportunities and cautions alike... NFTRH 677, out now. For "best of breed" top down analysis of all major markets, subscribe to…