Get ready for the Yield Curve Steepener
Yield Curve continues to steepen after the recent inversion I do believe that we have ourselves a Yield Curve steepener on our hands. Here is the new steepener in the…
4 Comments
April 11, 2022
NFTRH+; a big move in this key macro indicator
The trend remains down in the 10-2yr yield curve, but I'd say a 92% jump from inversion in the steepening direction is notable and demanding of our attention going forward.…
April 7, 2022
Yield Curve inverts; gold awaits
Yield Curve inverts deeper than August, 2019 Like the larger media this tiny little spec within the media reports the news to you. The 10yr-2yr yield curve has inverted (ref.…
Comments Off on Yield Curve inverts; gold awaits
April 1, 2022
Yield Curve inversion upcoming
Only a few ticks away from an inverted Yield Curve With the free bond market driving up 2 year yields while the Fed holds out from going hawkish (hawk talk…
Comments Off on Yield Curve inversion upcoming
March 30, 2022
The Pigs are not leading yields
Bank sector negatively diverges long-term yields As long-term yields rise to tick the 2.5% to 2.7% target zone on the 30yr, the Bank sector seems to have other ideas. Like…
Comments Off on The Pigs are not leading yields
March 17, 2022
![Read more about the article The Fed’s inflated cake and a ‘quant’ of history [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/01/cake.png?fit=547%2C345&ssl=1)
The Fed’s inflated cake and a ‘quant’ of history [w/ edit]
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 themes... A Cynical Fed is…
Comments Off on The Fed’s inflated cake and a ‘quant’ of history [w/ edit]
January 5, 2022
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 (i.e. risky, often resources-oriented stocks)…
Comments Off on A look at inflationary dynamics through the lens of TSX-V/TSX
December 23, 2021
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 flattener to put a correction…
Comments Off on Yield Curve is not currently an inflationist’s friend
December 3, 2021
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 man who stares at stock…
Comments Off on Come stare at a chart with me
November 18, 2021
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. It will be more difficult…
Comments Off on Inflation Trade, part 2
October 11, 2021
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 interfering, right up until August,…
Comments Off on Yield curve and 10yr Treasury yield: Our story since August 2019…
September 15, 2021
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 with each other (as I…
Comments Off on Let’s not forget the Yield Curve
August 17, 2021
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 government's pushed inflation. I don't…
Comments Off on Reflation ‘on’? The Pigs seem to think so
August 10, 2021
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 centralized monetary politburo. Here is…
Comments Off on Yield Curve Steepening Continues
March 18, 2021
- Go to the previous page
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- …
- 13
- Go to the next page