A stroll through recent and not so recent inflationary history [edit] Some wording and a couple typos cleaned up from original post, no changes to
Tag: yield curve
A look at inflationary dynamics through the lens of TSX-V/TSX
The ratio of two Canadian markets indicates cooling inflation One of the tools we use in NFTRH is the ratio of Canada’s speculative cow pastures
Yield Curve is not currently an inflationist’s friend
The yield curve is flattening I don’t cheer-lead a given view, but if I were to do that I’d be cheering for a yield curve
Come stare at a chart with me
The yield curve is poised as it was in 2008 I am a man who stares at charts (MWSAC). You know this. I am a
Inflation Trade, part 2
Part 2 appears to be taking off now after the summer cool down. But part 2 is not going to play out like part 1.
Yield curve and 10yr Treasury yield: Our story since August 2019…
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
Let’s not forget the Yield Curve
The 10yr-2yr Yield Curve has had its first interruption of the new steepener During this summer in which some of my indicators are at war
Reflation ‘on’? The Pigs seem to think so
Let’s get through CPI tomorrow to see if there are any surprises to the view on the effects of the Fed’s printed inflation and the
Yield Curve Steepening Continues
The 10yr/2yr Yield Curve continues to steepen This will probably amp up the prospects of some kind of Yield Curve control (YCC) by our trusty
Inflationary Yield Curve Steepener Continues Apace
As the yield curve steepens under inflationary pressure… Another day, another new high in the yield curve steepening, as everybody knows now that inflation is
The Yield Curve is…
You know what the Yield Curve is doing It is steepening to the tune of a new high as the inflation trades press on. FYI.
Yield Curve Updated
With nominal long-term yields recovering as expected, the Yield Curve is joining in by resuming its inflationary steepener. Below is the big picture, which I