[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…
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I used to make fun of the FOMC rate hike "decision" language in the mainstream media because under the Obama administration and its economic policies overseen by the Fed's monetary…
The post-election pop in market leaders like the Semis and Small Caps is easing, as expected. In fact, the Semis are flat out dropping hard to what could be a…
Here are some clips from NFTRH 419's Macro & Market Indicators segment. There was a lot more information and interpretation in the original segment and the report on the whole,…
Let's take a quick look at the state of bonds, yields and spreads. First, remember when we projected upside of 138 on TLT? Remember when they (momo freaks, people stampeding…
With the state of post-Op/Twist systemic dysfunction, there are no absolutes, but... Generally, a rising yield curve (after years of Goldilocks and her favored declining curve) would signal changes in…
We have expected the stock market to resume correcting as USD bounces with the Gold-Silver ratio, but we need to understand what is the trend and what is the reaction. …