A new Commodity Super-Cycle is likely, finally I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real…
The 2 year Treasury yield has ticked a higher high It's not what I was expecting, even after the booming January Payrolls report assured Hazel that she's got job security…
And the plan is for a bond yield pullback from hysterical highs With respect to the long end of the Treasury curve, both the 30yr (top) and 10yr Treasury bond…
When gold could rise during inflation You know, I rag on inflationist gold bugs a lot. And it's with good reason. They are usually wrong. It's not as simple as…
One indicator of the inflation trades may be starting to fail With the understanding that inflation expectations continue to be in post-FOMC recovery mode and that there are few danger…
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 interfering, right up until August,…
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 about carts and horses and…
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 if the move is real,…
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, well it's a shtick I…
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 zone. Subscribe to NFTRH Premium…
[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 day further from the event…
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 and thought it a good…
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 are crickets. So are we…
[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 not look healthy. And this…