The Fed Funds rate has caught up to the 3 month T-bill yield, but the 2 year yield lurks above You can see that the Fed closed the gap as…
Just a quick snapshot to update the Continuum's status. Please recall that we are looking for the yield to make a lower high to the 3.5% (actual: 3.45%) high of…
10-2yr Yield Curve steepening, but not due to inflation While the headlines continue to blare inflation 24/7, an indicator of the 2020-2021 inflation diverges the hysteria. Sure, the yield curve…
As they ready the FOMC minutes to be inflicted upon the markets... We note that anti-inflation Treasury bonds are still in bounce mode and hence, yields are still in pullback…
Bonds up today despite alarming inflation headlines The hysteria of the moment, served up as usual by the mainstream financial media off of backward looking data/results, has not resulted in…
In NFTRH 704 we reviewed the shortest end, where the 2 year Treasury yield is nearing its decision point, whereby a continued rise in yields would indicate a bear market…
The 30yr Treasury yield takes center stage as inflation data come in With next week's inflation data orgy we may find out if this chart is truly on its way…
Not very happy signaling from the Pigs Neither nominal KBE... ...nor the KBE/SPY ratio are looking very good in the face of rising yields. Indeed, KBE above is in a…
The front page screenshot does not tell us much about the report's contents because I was spent from thinking about details all weekend. But it does have some very helpful…
Very helpful as a guide in times of change, sorting through different short and long-term conditions and associated strategies. NFTRH 692, out now. For "best of breed" top down analysis…
10 and 30 year Treasury yields break consolidation We had an NFTRH update yesterday discussing the implications of a consolidation breakout in long-term Treasury bond yields, as was hinted at…
Gold's 'real' price indicates a fine 'risk vs. reward' [edit] Since this article will be distributed to a wider viewership than nftrh.com, where regular readers know I take pains not…
These correlations are several years old, so they are a very generalized view of which sectors do and do not tend to do well when yields are rising. I thought…
Since NFTRH 681 put its stock picking pants on I want to make sure we're following the market backdrop this week if/as things change or affirm. Long-term Treasury yields have…