The yield curve and the nominal 10yr yield are at a critical macro juncture The chart attempts to tell you what I think without me
Tag: treasury yields
The Inflation/Deflation debate wears on…
Our 30 year Treasury yield ‘Continuum’ chart indicates that deflation is the dominant trend, but… Steve Saville has written a post that got me thinking
Who’s Interested in Rising Long-term Treasury Yields?
Yesterday we noted 3 sectors very interested in and benefiting from the cyclicality of rising long-term Treasury yields for a day at least. But what
Silver/Gold Ratio as a map to the end of the world?
Daily Silver/Gold ratio (SGR) is now losing the baby bear flag. Cue the Seinfeld ‘bad chicken’ episode… “that’s not gonna be good for anyone”. Okay,
Jerome? Hello? Bond Market Calling…
30 year Treasury yield (daily chart) is making a new low. 30 year Treasury yield (monthly chart) is way out of the Fed’s implied comfort
What Thing Does Not Look Like the Other Things?
[edit] The degree to which gold has been bent out of shape by the drone strike and subsequent war drums informs Thing 2. But every
3 Amigos of Inflation
While saving the Silver/Gold ratio charts of the previous post into a chart list called Key Macro Indicators, I saw this old chart sitting there
Is This Risk ‘Off’ Enough for Formerly Greedy Bulls?
Take a look at the yield on the long bond. Take a listen to all those formerly loud Treasury BOND BEARS!!! Now all you hear
Homies & Real Estate: Does This Look Healthy?
[edit] As if on cue, out comes Anthony B. Sanders with… US Housing Starts Plunge Under Rising Interest Rates I agree with you, this does
10 & 30 Year Yields Up, Stock Market Up… Banks Down!
Okay, this has got my full attention now. While long-term interest rates do this… …and this… The nominal Bank index is still doing this… While
Pictures of a Little Snap-Back in the Inflation Trade Today
The trend continues against the inflationists, but there has been the bullish divergence by Baltic Dry Index (per this NFTRH chart), and the inflation trade
3 Amigos (SPX/Gold, Long-term Yields & Yield Curve) Updated w/ edit
It has been a while since we’ve had a 3 Amigos update because a) Italy and global tariffs noise aside, nothing much has changed with