yield curve – Notes From the Rabbit Hole

“Harbinger of Doom”: Amigo 3 in Play, But Real Doom Awaits

“The Harbinger of Doom”? Of course we (well, the media) are talking about the yield curve AKA Amigo #3 of our 3 happy-go-lucky riders of

We asked the question previously of the 10-2, and now we ask whether it is good that the 30-5 is grinding upward on this phase

Tell me, is it good that the Yield Curve has not come close to the dynamic quick fire performance it had during the February market

We began the Amigos theme last year in order to be guided by the goofy riders during the ending stages of a cyclical, risk-on phase

The flattening yield curve has attended the boom in the US economy and the bull in the US stock market. A change in the flattening

It has been a long while since the last Amigos update because frankly if the characters, images and shticks I invent to portray market status

To the 2 Horsemen (Gold/Silver Ratio & USD) we should add Amigo #3, the Yield Curve as another important macro sign to watch for. The

As is usually the case if these riders are going to change the macro the damage starts at ground zero, the precious metals sector. Here

It’s actually a look we have noted in the past, which is that a steepening yield curve can either be driven by relatively declining short-term

The guy is a most humble and open minded market watcher. He’s also the poster of oddly funny and sometimes disturbing pictures on the financial

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

As you can see by the chart in Callum’s post, gold and real yields have gone their separate ways. Is this to the detriment of

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

As symbolized by the 3 Amigos, the macro backdrop is riding on to its destiny. That forward destiny is a top in stocks vs. gold

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