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…

Comments Off on Yield Curve steepening progress

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…

Comments Off on Yield Curve Steepening Blip

Updating the Reflation Bounce

The president announced he is imposing tariffs on currency manipulators (which is a way of saying all nations with paper currency) and talked the USD down earlier, with FOMC due…

Comments Off on Updating the Reflation Bounce

On the Yield Curve

As I watch the 10/2 yield spread inch another increment toward steepening I can't help but wonder if the public, which was diddled so thoroughly (and incorrectly) about the negative…

Comments Off on On the Yield Curve

Yield Curve Smashed

This is just breathtaking, as the would-be steepener is now dead and buried. It has the feel of a final and dramatic move. A lot of things are making dramatic…

Comments Off on Yield Curve Smashed

The Yield Curve’s Steepener is Cooked, for Now

The 10yr/2yr spread is making a lower low, that breaks the steepening trend of 2019 and the signal would normally be thought to be Goldilocks; where inflationists get killed, gold/silver…

Comments Off on The Yield Curve’s Steepener is Cooked, for Now