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…

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Yield Curve Steepener Continues

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…

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Yield Curve Status & Implication

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…

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2 Questions About the Yield Curve

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…

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The 30yr-5yr Yield Curve knew in advance…

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…

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QE up, Yield Curve down

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"…

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Yield Curve steepening progress

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…

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Yield Curve Steepening Blip

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…

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