Browse Stacks: Business
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According to the Taylor rule, interest rates are TEN PERCENT TOO LOW right now! (1,000 basis points)
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Yields look ready to plunge.......
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Two important macro indicators remain intact | Notes From the Ra...
If inflation trades do continue, have max caution at the red lined limiters (around 2.5% on the 30yr).
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2 year treasury yield
Can't really put enough words in this blurb to explain, but if you want to check the link associated w/ the chart...
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tyx
Implications of rising long-term yields?
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Precious Metals bounce; no sign of speculative froth | Notes Fro...
With silver bugs well muted, there is little sign of speculative froth going on in the precious metals bounce.
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US-consumer-PCE-2021-12-23-personal-income-salaries-real-v-nominal-...
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slopechart_TELL.jpg
Not super obedient to the channel, but the trend is there. Only way to really play this is very cheap OTM JAN lon...
yield curve
Yield curve shows current Goldilocks flattener with 2022 to either stay that way (unlikely), morph to higher inflatio...
A look at inflationary dynamics through the lens of TSX-V/TSX |...
TSX-V/TSX ratio currently shows cooling inflation spec trades.
bdi
BDI continues flashing negative for inflation/inflation trades...
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Lands End -- The End
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US Producer Prices Explode To Record High In November
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Y/Y CPI Inflation Versus 10-Year UST Yield, 1982-2021
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Real wages are SHRINKING
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Inflation beating wage growth
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Finally, the number of U.S. job openings exceeded the number of unemployed Americans by the most on record in October...
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Loss of Consumer Purchasing Power, 2000-2021
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Approaching lower channel support
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7-10 Year Treasury Bond ETF breakdown today
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slopechart_CME.jpg
CME
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Still in the channel
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Boom and Bust of taxi medallions
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baltic dry index, inflation expectations
A negative forward indicator for inflation and thus, the inflation trades as BDI drops hard.
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Glad I held on to my IEF puts yesterday, although they hit my stop loss level.
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US Consumer Prices Are Spiking At Their Fastest In 40 Years
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Y/Y Change In Producer Price Index, All Commodities
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Total Household Debt Versus Wage And Salary Income, 1971-2021
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Top-personal-income-tax-rates-by-state-under-Build-Back-Better-fram...
New Yorkers would pay TWO THIRDS of their income in just State and Fed taxes. California right behind them.
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US Trade Balance In Goods, 2018-2021
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Personal Consumption Expenditures On Goods, 2009-2021
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Negative real rates
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China Trade Surplus Hits Record Just As US Trade Deficit Rises To All-Time High
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Food costs surging
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Y/Y Change In Retail Wages & Salaries
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Retail Inventories To Sales Ratio (Months)
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Net Private Domestic Investment As A Percent of GDP, 1960-2020
Contra Corner Amsterdam Real Estate Prices Highest In 400 Years...
Amsterdam Real Estate Prices Highest In 400 Years
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Natty still strong. Signs of a cold winter in many places
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Short term T-Bond fund (7-10 yrs)
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Bonds vs small caps
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GDP Misses As US Economy Grows Only 2% In Q3, Weakest Growth Since Covid Struck
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One Bank's "Persistent Inflation" Meter Just Hit A Record 96 Out Of 100
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On the manufacturing side of the scale, the index number reported for September 2021 was exactly the same as that...
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Crappy options, but has been on a tear while Euro companies needed carbon credits. With the confluence of Europe...
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In its latest GDPNow forecast published moments ago, the Atlanta Fed slashed its estimate for real GDP growth in t...
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More transitory inflation.
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High volume bullish breakout
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Radiant
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bullish
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Trade/Invest ‘top down’; a guide | Notes From the Rabbit Hole
Trade 'top-down'...
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Natural gas goes ape-shit
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rinf (inflation expectations)
Inflation expectations ETF... err, bullish.
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gold/spx ratio
Macro still cyclical inflation but it's gonna morph... Stag, Deflation or Goldilocks. 3rd option least likely but...
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Based on the Fed yesterday and food prices increasing everywhere. This is beauty to break out. I started buying lo...
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Holy shit!
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Nutty Gas
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YoY Change In 16% Trimmed Mean CPI, 1993-2021
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Every 0.1% Increase In The Discount Rate Equates To a 4% Decline In Stocks
The Inflation/Deflation debate wears on… | Notes From the Rabbit Hole
Is next phase inflationary or deflationary? The inverted right side shoulder or lack thereof will tell.
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West Texas Crude Price, Deflated By The CPI, 1971-1980
citi econonomic surprise index and s&p 500
Markets can remain irrational longer than you can remain solvent if you fight the trends but still, this is gruesome...
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Here's the record-high house price index.
FUN FACT: The government conveniently doesn't include housing prices...
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UK Car Production Posts Worst July Since 1956 courtesy of ZeroEdge.
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QE ain't f**king doing anything for the real economy...
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PCE came in at 6.1%, in line with expectations, and the highest since Q3 1983.
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Q2 GDP Revised To 6.6%, Missing Expectations; Core Inflation Hits Highest Since 1983
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gold/spx ratio
Until inflation sensitive cyclical items top out vs. gold risk remains 'on'.
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Inflation-Adjusted Yield On 10–Year UST, 2016-2021
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yield curve
No assurance that the yield curve steepener will remain inflationary. Nope, none at all.
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Record Margin Debt
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