[edit] As I do the actual work of plowing through NFTRH 472 I am noting some non-bond related indicators in line with the fading Junk/Quality ratios and easing Treasury yields…
So I guess if I am in the near-term bullish (inflationary) camp I am also in the long-term yields rising camp. Therefore I am inviting the 20+ year Treasury bond…
The headline is 58.7% (full report here) but I have highlighted in green the items that matter. New orders are brisk, along with employment. Inventories, backlogs and prices implying cost…
Steve Saville has an interesting post in which he notes the difficulty in coming up with real inflation adjustments by chasing price data around (like CPI). Using a formula of…
Last week these moderators were included in a post about the breakout in long-term yields and its implications... "This week, assuming it is confirmed by remaining active through the FOMC…
At NFTRH, we are about major macro turning points above all else. Of course, it is often years between these turning points or points of significant change so we are…
[edit] This article ultimately leans toward the view that the reasons for a rising curve will be inflationary. But I woke up in the middle of the night and my…
This snippet from NFTRH 467 is an extension of the Bonds & Related Indicators segment that delivered some messages to me that I feel I have got to take seriously…
Excerpted from the June 25 edition of Notes From the Rabbit Hole, which also included comprehensive analysis of US and global stock markets, commodities, precious metals and stock charts galore…
The June 18 edition of Notes From the Rabbit Hole has a few less stock charts this week in order to ramp up the macro talk, which appeared periodically through…
NFTRH's 'Currencies' segment (one among a report filled with critical insight across all major market segments and many of the stocks therein) went off its usual brief message and riffed…
The 10yr yield has formed a pattern that has some potential at least. On its own it does not support a bullish view on yields (bearish on bonds), but suffice…
On February 27 we had a post highlighting Keith Weiner's positive fundamental view for gold and silver and his target for the gold-silver ratio. As noted in the post, "the…
Tell me, who is wrong on inflation, Commodities or Treasury bonds? They will not remain under pressure together, as they have been this week, for long. This is the kind…