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,
Tag: treasury yields
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
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