Meanwhile, the Inflationary Reflation Continues
Indicators of and markets sensitive to the reflation instigated by ongoing inflationary operations continue to trend upward Today, as job growth rebounds (if you can call this a rebound), we…
Indicators of and markets sensitive to the reflation instigated by ongoing inflationary operations continue to trend upward Today, as job growth rebounds (if you can call this a rebound), we…
Kitco interview with Dan Oliver [edit] He also makes note of the tanking velocity of money and dismisses it as the product of inputs that have no real relevance (or…
With nominal long-term yields recovering as expected, the Yield Curve is joining in by resuming its inflationary steepener. Below is the big picture, which I never get tired of looking…
The monthly chart of the silver price shows a break through the long-term resistance zone and a tick to an 8 year high. Suspect underpinning though it may seemingly* have…
As to the post's title, they sure are trying. Despite doubts that the stodgy old likes of me may have. But for two days at least dem bugz is successfully…
The current macro theme is an ongoing inflationary reflation that will one day meet its end and morph into another liquidation along the Continuum (caution about that is currently targeted…
The yield curve steepening from August 2019 continues It's just another yield curve post to be considered or ignored as you please. The steepener continues apace. The Goldilocks boom is…
The reality, which gold bugs need to accept, is that cyclical inflationary forces are still dominant Not many market or economic indicators are clearer in indicating a cyclical vs. counter-cyclical…
[edit] With his permission I include a picture of one of my buddies texted to the group, obviously not overly pleased with a certain restriction. I've criticized Trump for years.…
A steepening yield curve indicates that at best, Goldilocks is nowhere to be found There are all kinds of geniuses out there (usually with massively followed Twitter accounts) guiding us…
If the yield curve is steepening under inflationary pressure (as it is today) your attention is demanded as an investor because 2020 into 2021 is much different than the long phase from…
The FOMC Statement December 16, 2020 Federal Reserve issues FOMC statement For release at 2:00 p.m. EST The Federal Reserve is committed to using its full range of tools to…
RINF (inflation expectations) has sagged to its trend marker (SMA 50). As has TIP/TLT. While the heretofore inflation signaling yield curve has also eased a bit. The wild card here…
No it isn't. The promoters of the next inflation problem are hard at work and one month's twitch in a southerly direction will only serve to keep them hard at…