10-2yr Yield Curve steepening, but not due to inflation While the headlines continue to blare inflation 24/7, an indicator of the 2020-2021 inflation diverges the hysteria. Sure, the yield curve…
Yield curve steepening, but there's more to the story The yield curve can steepen under inflationary pressure (e.g. 2020) or deflationary pressure (e.g. 2008). The most recent steepener was inflationary.…
Yield curve steepens again, under inflationary pressure Look, if we are going to kill the hysteria of the day it is not going to be killed in a day. It…
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…
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.…
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.…
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…
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…
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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…
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)…
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…
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…
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…
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,…