What the Bond Market Wants…

We have long held that the Fed does not make decisions but rather, the Fed pretends to make decisions.  The Fed ultimately follows market signals although to get in line…

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Short-term Interest Rates About to Rise?

<insert here> the usual wording about indicators being conditions or guides, not directors... I usually look at the CoT data for gold and silver, but once in a while going…

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Indicators, Weekly Charts

A look at a few items in-day, in-week, fwiw... TIP-TLT ratio, indicates that inflation protected have been favored over regular long-term T bonds for all of 2015.  This indicates the…

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NFTRH 347 Out Now

There is short-term and there is long-term.  Short-term, an indicator of positive inflationary cyclicality looks set to bounce.  Long-term, it is locked well below key resistance.  Joining this long-term Gloomy…

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Public Interest Rate Anxiety Not Yet Peaked?

A search on Google shows that the term "rising interest rates" is gaining popularity and that media items are showing up in increasing volumes.  But also that there could still…

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NFTRH 346 Out Now

Here is the note from the email to subscribers that accompanied the full report... "I thought is was time to bulk up a bit to a 30+ page report this…

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Yields Today

From yesterday's post, with regard to the 10yr-2yr spread... "When it drops while yields rise a normal or at least sedate situation is indicated, as inflation is rising but to…

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Banks, Gold & Yields

[edit] the post started as a simple thing and ended after getting way too involved.  so much the better... An update of the situation on the Banks, the anti-Banks (gold)…

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Yields & USD

The yield curve (10-2yr) is dropping while nominal yields rise.  Typically, that is gold adversarial. Meanwhile, USD turns former resistance to tentative support as the bounce/recovery continues.  The next resistance…

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Pigs Break Out w/ Yields

It is too early to call it a confirmed breakout, but the Bank index has popped above cyclical bull market highs.  Weekly MACD and RSI both look good. The monthly…

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Yields/Bonds Today

Yesterday we illustrated why it was premature to get all hyped up on bond yields.  Today they are dutifully dropping.  Here is a look at some of the suspects. The…

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Yields Today

The Yield Curve is rising today while nominal yields drop.  This continues the gentle uptrend that these spreads have been in lately.  Again we state that gently rising is one…

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