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 avoiding a bear market while…
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 are weekly charts. They roughly…
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 big brained Bernanke and…
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 bias. Europe/US is breaking down…
The following is excerpted from NFTRH 496's US & Global Market Indicators & Internals segment. It took on a life of its own, considering what you see below is not…
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 movement was in the ‘inflation…
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 an in-depth weekly market report,…
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 one for the 'inflation trade'…
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. It appears the deflation-tinged angst…
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 lag in similar fashion to…
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 biggest inflation/reflation bid since the…
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 views and thus, bias. #491…
[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 for 'cash equivalent' income. With…
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 well) linked below and think…