News of Treasury bonds' death was greatly exaggerated (and greatly promoted) Of course it was promoted... heavily. That is because here in the financial markets exists a great big herd…
Musk and the bond market are in a convenient alignment, but the bond market situation has been in progress since 2023 Our (NFTRH) view has been for falling inflation signals…
Our script was "to or through the election" for the broad bull, with a Goldilocks (disinflationary) flavor to it indicated by a counter-trend pullback in bond yields. In an NFTRH+…
2 year Treasury bond yield continues to diverge T-bills Well, this nerd is amazed by it (and several other out of whack macro indicators), at least. The 3 month T-bill…
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[edit] As per the NFTRH Trade Log a few moments ago... 9.13.19: Taking profit on 2nd TBT position (still holding 1st as part of the makeshift curve steepener w/ SHY…
"There is nothing wrong with your television set [market signaling]. Do not attempt to adjust the picture [ratios, indicators, free market inputs]. We are controlling transmission [of the signals you…
I have held SHY (1-3 year Treasury bond fund) as a cash equivalent for many months now. It's paid out a lot of good income (chart 1 includes the income)…
Why, it's the Pigs. Despite all the interest rate hype the Banks, which should benefit from a breakout in long-term yields, are still bearish. In a now public update yesterday…
As noted in this week's NFTRH US & Global Market Internals segment, an important leader is failing to lead. That is all the more notable because said important leader is…
So Heisenberg notes... Bad News For That Massive Treasury Short As Goldman Slashes Bond Yield Forecasts Last Friday, when the latest CFTC data hit, Jeff Gundlach was pretty adamant about the…
It's a bullish looking bounce pattern for 7-10 year bonds, even as Anthony noted that the Treasury was selling $28B in 10yr Notes on Wednesday. A bounce in bonds, as…
With the big picture macro implications of this potential secular crossroads in yields... ...it is probably important to keep an eye on companion indicators to long-term yields. Subscribe to NFTRH…
[edit] Today I took profit (principal & interest) on 7-10 year Treasury fund IEF in order to concentrate on the shorter end of the curve for 'cash equivalent' income. With…
The TIP/IEF 'inflation gauge' is still motoring upward after breaking above the SMA 200. If this turns the 200 up along with the MA 50 it could indicate a mini…