Another firm CPI number is out, to little surprise given the expected rebound in inflationary sentiment along with commodities and other inflation trades (precious metals, led by silver, on this…
On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface Another payrolls report, another beat of expectations. Here is the breakdown…
Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…
The FOMO rally in stocks uses fantastic, but discrete news from Nvidia to resume FOMO: the fear of missing out Last weekend we noted that the US stock market was…
Notes From the Rabbit Hole, #795 Summary omitted this week as NFTRH 795 goes conversational on a weekend when an unexpected commitment popped up. "No Landing" (until after the election?)…