‘Inflation Trade’ Balloon Gets Pricked
With reference to this morning's post, yields are dumping, US Treasury bonds are getting a risk 'off' bid and the stuff that has gotten the biggest inflation/reflation bid since the…
With reference to this morning's post, yields are dumping, US Treasury bonds are getting a risk 'off' bid and the stuff that has gotten the biggest inflation/reflation bid since the…
It's been a tough market for day to day management (for me, anyway) because the futures open down and then the thing spends all day recovering the opening losses. I…
Look, I know I am the boring macro guy. I know you want me to tell you when gold stocks are going to go up or how long this tech…
So I guess if I am in the near-term bullish (inflationary) camp I am also in the long-term yields rising camp. Therefore I am inviting the 20+ year Treasury bond…
As we wait to see if yesterday's interest rate signal is confirmed as the beginning of the countdown to the 10yr & 30yr limit points (2.9% +/- & 3.3% +/-,…
If this morning's break above resistance is real you'll need to have your thinking caps on in the coming weeks. It's about to get really noisy out there. If the…
The US currency is up this morning and surprise surprise, gold, among other things is down (gold bugs should not be in worry mode, they should be in general preparation…
Last week we noted XLE's attempt to break above the SMA 50. In NFTRH 457 we noted its unsurprising failure. Today I want to look closer, starting with the daily…
I felt a little lonely spotlighting Treasury bond yields all those weeks ago, while today's momo market players were bearish on stocks and owning Treasury bonds in risk 'off' mode. …
Why another Bond Yield post? Because macro economically speaking the trend in bond yields will be at the very heart of everything else we will do as investors or traders…
A subscriber asked if I was still in the SPY short or had I stopped out? Answer: Still on the short. It had been noted that the stop loss would be above 208.61 (last week’s high). SPY hit 208.76 today and I have not even thought of letting that make me cover.