Wrong-Headed MSM Yield Curve Analysis
I made a big deal about the hype of an INVERTED YIELD CURVE... OH MY GAWD HEAD FOR THE HILLS!!! last summer as the public was treated to CNN, Fox…
I made a big deal about the hype of an INVERTED YIELD CURVE... OH MY GAWD HEAD FOR THE HILLS!!! last summer as the public was treated to CNN, Fox…
There will be other factors to consider, like inflationary vs. deflationary for example. But a theme we have going is for a 2020 steepening of the yield curve with the…
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…
We have pointed out that the "inverted yield curve!!!" hype of last summer was just that, technical sounding hyperbole for the public to get riled up about by way of…
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…
The next recession won't be so bad. That's it, that's the prediction. But first... In 2012 the academic Campbell Harvey of the Harvey & Erb comedy troupe predicted gold was…
[edit] My friend Scott chimes in thusly... "Oh, nice post this morning, all I can say and ever say is what Pete Townsend so accurately wrote in Won't Get Fooled…
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…
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…
[edit] I started a simple yield curve post with the markets very green and before hitting the Publish button see a red stock market on Trump tweets, about which I…
Long-term yields bumped up today... This of course bumped my position in the T-bond bear up. It bumped my position in the Regional Banks iShares up. It bumped Uncle Buck…
"There is nothing wrong with your television set [market signaling]. Do not attempt to adjust the picture [ratios, indicators, free market inputs]. We are controlling transmission [of the signals you…
Jerome Powell (I have to believe purposely) rammed it back into gear. Deflationary or even Goldilocks signaling will not do. I don't pretend to know exactly why, but it appears…
With the June Jobs release behind us, the 10/2 yield spread/curve (CNBC) is left to do its part in indicating the future. It maintains its steepening potential, but is on…