Would it not follow that companies who borrow short and lend long (i.e. as banks are usually thought to do) would benefit from the increasing spread between long and short-term…
I searched for a live yield curve chart and could not find the curve as we usually view it, which is the 10yr-2yr available on a 1 day delay at…
Just a post to touch base with the most important market on earth, the US bond market which, along with a lot of other indicators (like for one example, Copper's…
After yet another viewing of a widely followed Twitter muckraker calling out Jerome Powell with righteous sounding outrage and indignation (and getting the troops all riled up with likes and…
A different sort of update, as I do not want to get lazy with the analysis that has been pretty much on point with respect to bonds. We expected a…
In the previous post we illustrated a measure of extreme stock market over valuation in comparing the dividend yield of the S&P 500 to that of the 10yr Treasury Note.…
A couple of subscribers inquired about long-term bonds/yields as there was not much information about it in NFTRH 524. I want to remind subscribers that much of the public content…
We asked the question previously of the 10-2, and now we ask whether it is good that the 30-5 is grinding upward on this phase as opposed to February's dynamic…
Excerpted from the Market Internals segment of this week's Notes From the Rabbit Hole, NFTRH 522. The segment focused on the bond market and its macro signaling this week. There…
We began the Amigos theme last year in order to be guided by the goofy riders during the ending stages of a cyclical, risk-on phase that was not going to…
A rising Silver/Gold ratio (SGR) would be positive for the global equity 'anti-USD'/inflation trades, including several US sectors, commodities and the precious metals. For the first time in over a…
With reference to the previous post, here is the chart I was originally looking for. Today IEF is making a move above the neckline. Why is this important? Well, it…
The title of the post is purposeful in that things are falling this morning. Stocks, yields, commodities and precious metals. And drops in stocks and commodities would be needed in…
US Stocks Pre-market indicates that stocks are poised to take back yesterday's losses and this is in keeping with our short-term theme that the market is not just going to…