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Don’t try to (re) build Rome in a day | Notes From the Rabbit Hole
Words are necessary here. Deflation. That is a word. Inflation. that is another words. Remember it because it's no...
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Chart showing price of oil - 27 March
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Contra Corner The Cult Of The Dow And The Senate's Night Of Infa...
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slopechart_$UTIL.jpg
Ok, try it again
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slopechart_$UTIL.jpg
Widows and Orphans Utilities: My target area is based on Minimum Fib retracements of 61.8% from prior bear market...
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slopechart_/CL.jpg
Hmm... /cl monthly chart with a trendline connecting the 2009 low to the 2016 low
Contra Corner WTF! - David Stockman's Contra Corner
slopechart_FR:DGS30.jpg
30 year treasury yield tries to get back in line
2020-03-19_11-43-28.jpg (1280×761)
Today was oil's biggest daily gain... ever.
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bfm9113_0.jpg (976×506)
Stories from the bond market as the Yield Curve Steepens | Notes...
Yikes, check out the Japan 10yr yield. Folks, global deflation is probably not the play after this acute scare.
Stories from the bond market as the Yield Curve Steepens | Notes...
SPX finally cracks as TIP/TLT had foretold well before effing COVID effing 19. This is the lever.
tyx
Powell the effing dove was in the bag even before COVID-19, it's just that he's on steroids now.
yield curve
Why I do believe we are witnessing a baby yield curve steepener...
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Broad credit markets are utter carnage... especially in Investment-Grade...
maund.jpg
From Clive Maund article.
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bfm5670_0.jpg (976×539)
The market is demanding almost 100bps of rate-cuts by The Fed by next week...
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bfmA276_0.jpg (976×445)
crude-fear-index-hits-all-time-highs-as-crude-is-testing-support-ma...
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tyx
NIRP here we come!
joe-friday-banks-jpm-spx-testing-9-year-rising-support-march-6.j...
slopechart_VTI/TLT.jpg
Stocks vs. Bonds
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cme fed funds futures
Fed Funds futures...
fed funds rate
Fed Funds and the Business Cycle...
fed funds and financial crises
Fed Funds and historical crises...
fed funds rate
Fed Funds Rate...
cme fomc
Now a 100% chance of a .5% Corona-cut coming at or before the March 18 FOMC meeting.
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The Entire Treasury Yield Curve Is 'Inverted'
fomc
CME Group futures wise guys predict 100% rate cut change at or before March FOMC meeting. 27% predict .5%
yield curve
10/2 yield curve ticks back toward steepening.
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yield curve
Yield curve flattening again. I don't expect the stock market to crack hard until it re-steepens. Then it could be...
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Fed is out of its comfort box on the downside as it was on the upside in late 2018.
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) expectations.
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) expectations.
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goldman china commodity.png (1140×714)
China grinds to a halt
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GDP-Debt-Cumulative-Growth-021320.png (862×527)
YIKES.........I can't imagine a more important chart.
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history of asset bubbles.jpg (1140×751)
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US Manufacturing Production Contracts For 7th Straight Month, Capacity Utilization Tumbles
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US-auto-loan-deliquencies-dollars-2019-Q4.png
US Auto Loan Delinquincies
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GDP-Tax-Receipts-SP500-020520.png (807×436)
GDP-GDP-Less-Government-Spending-020520.png (960×596)
GDP-Growth-Cycle-President-072619_2.png (987×538)
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salt states 1 (1).jpg (604×480)
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joe-friday-this-pattern-looks-to-be-bad-news-for-Crude-oil-jan-2...
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US Leading Economic Indicators Plunge At Worst Rate Since 2009
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US Industrial Production Suffers Worst Year Since 2015
Yield-VariousYields-To-10yr-Rate-011120.png (1095×673)
Debt-Total-GDP-Growth-011220.png (1022×564)
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spx and yield curve
Last summer the media got the public puking about the inverted yield curve. They puked the market too. Now, the MS...
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US-CI-loans-2020-01-11-YOY-percent.png (514×434)
crude-oil-double-topping-again-about-to-decline-50-percent-jan-8...
2020-01-09.png (512×400)
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2020-01-09_12-26-47.jpg (1280×679)
bfm84E5_0.jpg (965×509)
CEO conf vs ISM.jpg (962×624)
Consumer vs CEO confidence.jpg (785×501)
migration.jpg
Interesting map.
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auto loan delinquencies.jpg (928×620)
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auto loan interest rates.jpg (941×605)
credit cards rates.jpg (941×671)
HF launches.jpg (592×443)
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global performance 2019.jpg (638×823)
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inflation assets vs economy feb 2019_4.jpg (579×479)
ibd-kbe-testing-breakout-level-dec-6.jpg (1855×918)
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US Productivity Slumps Most Since 2015
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The Last Time We Had Such A Dramatic Improvement In Sentiment Was... Early 2008
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homebuilders-testing-2000-highs-dec-3.jpg (1556×827)
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total income tax payments top 0.001%.jpg (1280×923)
US average tax rates.jpg (1280×937)
income tax plans by president_0.jpg (939×581)
slopechart_USD/CLP.jpg
USD/CLP (that's Chilean Peso, what's left of it).
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Chile.jpg
Everything is fine. It's only Chile.
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bfm840C.jpg (976×511)
The Conference Board’s index of leading economic indicators has fallen three straight months, the worst streak s...
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Special-Chart-2-2.jpg (628×365)
China reality versus their fiction
1 nov21.PNG
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Market-cap-GDP.png (768×573)
xlf-financial-crisis-breakout-or-double-top-nov-12.jpg (1552×822)
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USautoloandeliquenciesdollars2019Q3.png
90+ days auto loan delinquencies.
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ShareDebt.jpg
Mortgages account for most U.S. household debt.
bankruptciesForeclosuresDebtCollection.jpg
Bankruptcies, foreclosures and debt collection.
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householdDebt.jpg
U.S. household debt
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corporate margin squeeze.jpg (957×462)
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Consumer Comfort Crashes Most Since 2011
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CBO debt forecast 1.28.2019_2.jpg (663×379)
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