Some internal market perspectives on this holiday week. The US dollar index is down today, testing the breakout support area at 106. Yet the Gold/Silver ratio is strong, in a…
The 10yr-2yr Yield Curve is poised to un-invert under disinflationary, possibly coming deflationary pressure We know the story. A disgusting virus spread across the world... ...terrorizing society into social and…
The Sahm Rule is getting airplay, but Sahm is not what I am... it is just one unexceptional and somewhat lagging indicator to the coming recession "We are pointed toward…
The new Yield Curve steepener has not yet un-inverted, but it's in progress and thus far mildly inflationary Reference Inflationary Yield Curve Steepening? from January 11. In my opinion, after…
After a gentle disinflationary easing (Goldilocks), the bond market is hinting at an inflationary steepening of the 10yr-2yr yield curve A yield curve can steepen under inflationary or deflationary pressure.…
Inflation reads flat and core CPI hits 2 year low; because of course they did! One year ago we began projecting a coming bull rally that would be the product…
This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…
The 30 year Treasury yield 'Continuum' is postured above 3.4% support and below 4% resistance The monthly chart of the 30 year Treasury bond yield is stacking candles below the…
Interest rates have bounced since the big Payrolls report. These rates are generally supportive of USD when they rise and not surprisingly have been in correction for much of the…
2 year Treasury bond yield continues to diverge T-bills Well, this nerd is amazed by it (and several other out of whack macro indicators), at least. The 3 month T-bill…
The 2 year Treasury bond yield, T-bill and S&P 500 beg multiple interpretations I called the 2 year Treasury bond yield the most important chart in the world the other…
