Jobs Report and Reaction
Sorry folks, but it's all in the bag and according to plan. They are inflating and now with the Nasdaq at its previous all-time highs the good news of the…
Sorry folks, but it's all in the bag and according to plan. They are inflating and now with the Nasdaq at its previous all-time highs the good news of the…
The 10/2 yield curve continues its grinding but sneaky bend upward. The media lathered up a dumbfounded public about the horrors of the inversion last August, but it always has…
The 10-2yr yield curve continues to be elevated this morning. Its recent history is of an inversion that the media touted heavily as some sort of Armageddon warning late last…
With bonds tanking today on the good cheer of a COVID-19 vaccine candidate and a Fed Chairman who claims to have limitless ways and means toward inflation, the modest steepening…
Is this the beginning of the re-steepening? If so, is it inflationary or deflationary? Question #1 is going to resolve itself in due time. It's either real or it…
They usually work. It's just that sometimes you've got to wait a while for them. I sometimes go rummaging through the chart lists (today I did this after making an…
While we await the final details of the fiscal policy panic from government, the Fed announced unlimited QE in its monetary policy panic. I am not using the words "panic"…
Just keeping tabs on the most important indicator out there (IMO of course). With reference to the previous post on sentiment, maybe it is not such a wonder that long-term…
Far be it from me to let a couple of good days get me all giddy, but this freakin' market is F.U.N. fun again. That is because it's in motion,…
Just another look at the indicator that is going to decide deflationary (current), inflationary (not yet) and which asset markets get destroyed or out/under perform in 2020. The yield curve…
At this time it is obviously a deflationary steepening. If this continues the boom as we knew it will be over. I say "as we knew it" because if it…
Here is the up close view of the spread, which continues to steepen since the summer mini-inversion. May be nothing, probably is something. And that something would mean changes for…
This week's events have even started to budge this holdout into action with a little blip toward re-steepening. I've been wondering if the 10yr/2yr yield curve (source) would start to…
I most often use linear scale charts for stocks, markets and indicators for their more absolute views. But in the case below we conjure up a long-term log scale chart…