Read more about the article ‘Inflation Trade’ Balloon Gets Pricked

‘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…

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alice

NFTRH; SPX, 10yr Yield, Oil & Gold

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…

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tbt

TBT

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…

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Read more about the article Treasury Yields: Here We Go, Folks

Treasury Yields: Here We Go, Folks

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…

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continuum

US Dollar and the Bond Continuum ©

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…

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alice

NFTRH; Energy and Interest Rates

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…

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tip-tlt ratio

Trumped Markets

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. …

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Market Notes

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.

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