[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
Tag: treasury yields
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
NFTRH; Something Fishy w/ Long-term Yields (priority: high)
Folks, in the last few days Telecom (anti-yields) co. Verizon has risen, Goldman Sachs & Capital One (pro-yields) have dropped and well, this… The media
3 Amigos of the Macro, Updated
You thought I was done with the Amigos shtick, did you? Not by a long shot ma’am. They are the happy-go-lucky riders in play as
Macro Plan Still on Track for Stocks, Commodities & Gold
As I’ve been noting again, again, again, again, and again the macro backdrop is marching toward changes. I’d originally thought those changes would come about
Rising Yields Back in Play?
This was like the US dollar, but on a shorter time frame. I saw all the reasons for the USD to rise, including when it’s
At the Junction of Risk ‘On’ and Risk ‘Off’
[edit] As I do the actual work of plowing through NFTRH 472 I am noting some non-bond related indicators in line with the fading Junk/Quality
Yields & Macro Status
Last week these moderators were included in a post about the breakout in long-term yields and its implications… “This week, assuming it is confirmed by
The Big Macro Play Ahead
At NFTRH, we are about major macro turning points above all else. Of course, it is often years between these turning points or points of