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Don’t try to (re) build Rome in a day | Notes From the Rabbit Hole
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...
NFTRH
1
Chart showing price of oil - 27 March
Chart showing price of oil - 27 March
Tim Knight
3
Contra Corner The Cult Of The Dow And The Senate's Night Of Infamy, Part 3 - David Stockman's Contra Corner
Contra Corner The Cult Of The Dow And The Senate's Night Of Infa...
Tim Knight
2
slopechart_$UTIL.jpg
slopechart_$UTIL.jpg
Ok, try it again
GeraLD
1
slopechart_$UTIL.jpg
slopechart_$UTIL.jpg
Widows and Orphans Utilities: My target area is based on Minimum Fib retracements of 61.8% from prior bear market...
GeraLD
1
slopechart_/CL.jpg
slopechart_/CL.jpg
Hmm... /cl monthly chart with a trendline connecting the 2009 low to the 2016 low
moneymiser21
Contra Corner WTF! - David Stockman's Contra Corner
Contra Corner WTF! - David Stockman's Contra Corner
Tim Knight
slopechart_FR:DGS30.jpg
slopechart_FR:DGS30.jpg
30 year treasury yield tries to get back in line
GeraLD
2020-03-19_11-43-28.jpg (1280×761)
2020-03-19_11-43-28.jpg (1280×761)
Today was oil's biggest daily gain... ever.
Tim Knight
1
bfm9113_0.jpg (976×506)
bfm9113_0.jpg (976×506)
Tim Knight
Stories from the bond market as the Yield Curve Steepens | Notes From the Rabbit Hole
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.
NFTRH
Stories from the bond market as the Yield Curve Steepens | Notes From the Rabbit Hole
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.
NFTRH
tyx
tyx
Powell the effing dove was in the bag even before COVID-19, it's just that he's on steroids now.
NFTRH
yield curve
yield curve
Why I do believe we are witnessing a baby yield curve steepener...
NFTRH
bfmA0EC.jpg (976×505)
bfmA0EC.jpg (976×505)
Tim Knight
bfm349A_0.jpg (976×504)
bfm349A_0.jpg (976×504)
Broad credit markets are utter carnage... especially in Investment-Grade...
Tim Knight
maund.jpg
maund.jpg
From Clive Maund article.
Claws
3
bfm5670_0.jpg (976×539)
bfm5670_0.jpg (976×539)
The market is demanding almost 100bps of rate-cuts by The Fed by next week...
Tim Knight
2
bfmA276_0.jpg (976×445)
bfmA276_0.jpg (976×445)
Tim Knight
crude-fear-index-hits-all-time-highs-as-crude-is-testing-support-march-9.jpg (1570×732)
crude-fear-index-hits-all-time-highs-as-crude-is-testing-support-ma...
Tim Knight
1
tyx
tyx
NIRP here we come!
NFTRH
joe-friday-banks-jpm-spx-testing-9-year-rising-support-march-6.jpg (1566×732)
joe-friday-banks-jpm-spx-testing-9-year-rising-support-march-6.j...
Tim Knight
slopechart_VTI/TLT.jpg
slopechart_VTI/TLT.jpg
Stocks vs. Bonds
GeraLD
1
cme fed funds futures
cme fed funds futures
Fed Funds futures...
NFTRH
fed funds rate
fed funds rate
Fed Funds and the Business Cycle...
NFTRH
fed funds and financial crises
fed funds and financial crises
Fed Funds and historical crises...
NFTRH
fed funds rate
fed funds rate
Fed Funds Rate...
NFTRH
cme fomc
cme fomc
Now a 100% chance of a .5% Corona-cut coming at or before the March 18 FOMC meeting.
NFTRH
bfmCFC2.jpg (976×422)
bfmCFC2.jpg (976×422)
The Entire Treasury Yield Curve Is 'Inverted'
Tim Knight
fomc
fomc
CME Group futures wise guys predict 100% rate cut change at or before March FOMC meeting. 27% predict .5%
NFTRH
yield curve
yield curve
10/2 yield curve ticks back toward steepening.
NFTRH
1
yield curve
yield curve
Yield curve flattening again. I don't expect the stock market to crack hard until it re-steepens. Then it could be...
NFTRH
Inflation (lack of) Expectations | Notes From the Rabbit Hole
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.
NFTRH
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) expectations.
NFTRH
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) expectations.
NFTRH
passenger volumes road and air.jpg (994×374)
passenger volumes road and air.jpg (994×374)
Tim Knight
1
goldman china commodity.png (1140×714)
goldman china commodity.png (1140×714)
China grinds to a halt
Tim Knight
GDP-Economic-Deficit-020519_1.png (833×519)
GDP-Economic-Deficit-020519_1.png (833×519)
Tim Knight
GDP-Debt-Cumulative-Growth-021320.png (862×527)
GDP-Debt-Cumulative-Growth-021320.png (862×527)
YIKES.........I can't imagine a more important chart.
Tim Knight
2
history of asset bubbles.jpg (1140×751)
history of asset bubbles.jpg (1140×751)
Tim Knight
bfm361.jpg (976×508)
bfm361.jpg (976×508)
US Manufacturing Production Contracts For 7th Straight Month, Capacity Utilization Tumbles
Tim Knight
1 feb13.PNG
1 feb13.PNG
Silver Singularity
US-auto-loan-deliquencies-dollars-2019-Q4.png
US-auto-loan-deliquencies-dollars-2019-Q4.png
US Auto Loan Delinquincies
Claws
bfm37A2.jpg (976×508)
bfm37A2.jpg (976×508)
Tim Knight
1
GDP-Tax-Receipts-SP500-020520.png (807×436)
GDP-Tax-Receipts-SP500-020520.png (807×436)
Tim Knight
GDP-GDP-Less-Government-Spending-020520.png (960×596)
GDP-GDP-Less-Government-Spending-020520.png (960×596)
Tim Knight
GDP-Growth-Cycle-President-072619_2.png (987×538)
GDP-Growth-Cycle-President-072619_2.png (987×538)
Tim Knight
2 jan16.PNG
2 jan16.PNG
salt states 1 (1).jpg (604×480)
salt states 1 (1).jpg (604×480)
Tim Knight
3
joe-friday-this-pattern-looks-to-be-bad-news-for-Crude-oil-jan-24.jpg (1889×911)
joe-friday-this-pattern-looks-to-be-bad-news-for-Crude-oil-jan-2...
Tim Knight
2020-01-23_7-06-23.jpg (805×504)
2020-01-23_7-06-23.jpg (805×504)
US Leading Economic Indicators Plunge At Worst Rate Since 2009
Tim Knight
bfmD62A.jpg (976×506)
bfmD62A.jpg (976×506)
Tim Knight
bfm1472.jpg (976×511)
bfm1472.jpg (976×511)
Tim Knight
1
bfm83C_0.jpg (966×509)
bfm83C_0.jpg (966×509)
US Industrial Production Suffers Worst Year Since 2015
Tim Knight
Yield-VariousYields-To-10yr-Rate-011120.png (1095×673)
Yield-VariousYields-To-10yr-Rate-011120.png (1095×673)
Tim Knight
Debt-Total-GDP-Growth-011220.png (1022×564)
Debt-Total-GDP-Growth-011220.png (1022×564)
Tim Knight
1
spx and yield curve
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...
NFTRH
2
17982.jpeg (1200×1200)
17982.jpeg (1200×1200)
Tim Knight
1
bfm8FF2.jpg (976×507)
bfm8FF2.jpg (976×507)
Tim Knight
US-CI-loans-2020-01-11-YOY-percent.png (514×434)
US-CI-loans-2020-01-11-YOY-percent.png (514×434)
Tim Knight
crude-oil-double-topping-again-about-to-decline-50-percent-jan-8.jpg (1888×909)
crude-oil-double-topping-again-about-to-decline-50-percent-jan-8...
Tim Knight
2020-01-09.png (512×400)
2020-01-09.png (512×400)
Tim Knight
1
2020-01-09_12-26-47.jpg (1280×679)
2020-01-09_12-26-47.jpg (1280×679)
Tim Knight
bfm84E5_0.jpg (965×509)
bfm84E5_0.jpg (965×509)
Tim Knight
CEO conf vs ISM.jpg (962×624)
CEO conf vs ISM.jpg (962×624)
Tim Knight
Consumer vs CEO confidence.jpg (785×501)
Consumer vs CEO confidence.jpg (785×501)
Tim Knight
migration.jpg
migration.jpg
Interesting map.
Claws
1
40246456-15780999585046003.png (617×306)
40246456-15780999585046003.png (617×306)
Tim Knight
40246456-15780474829427037.png (622×390)
40246456-15780474829427037.png (622×390)
Tim Knight
auto loan delinquencies.jpg (928×620)
auto loan delinquencies.jpg (928×620)
Tim Knight
1
auto loan interest rates.jpg (941×605)
auto loan interest rates.jpg (941×605)
Tim Knight
credit cards rates.jpg (941×671)
credit cards rates.jpg (941×671)
Tim Knight
HF launches.jpg (592×443)
HF launches.jpg (592×443)
Tim Knight
1
global performance 2019.jpg (638×823)
global performance 2019.jpg (638×823)
Tim Knight
3
inflation assets vs economy feb 2019_4.jpg (579×479)
inflation assets vs economy feb 2019_4.jpg (579×479)
Tim Knight
ibd-kbe-testing-breakout-level-dec-6.jpg (1855×918)
ibd-kbe-testing-breakout-level-dec-6.jpg (1855×918)
Tim Knight
1
bfmE93D.jpg (976×509)
bfmE93D.jpg (976×509)
US Productivity Slumps Most Since 2015
Tim Knight
1
bfm92B0.jpg (976×461)
bfm92B0.jpg (976×461)
The Last Time We Had Such A Dramatic Improvement In Sentiment Was... Early 2008
Tim Knight
novpayrolls.jpg (884×523)
novpayrolls.jpg (884×523)
Tim Knight
homebuilders-testing-2000-highs-dec-3.jpg (1556×827)
homebuilders-testing-2000-highs-dec-3.jpg (1556×827)
Tim Knight
bfmD99A_0.jpg (976×489)
bfmD99A_0.jpg (976×489)
Tim Knight
bfm2528.jpg (976×512)
bfm2528.jpg (976×512)
Tim Knight
1
bfm246F.jpg (976×510)
bfm246F.jpg (976×510)
Tim Knight
1
total income tax payments top 0.001%.jpg (1280×923)
total income tax payments top 0.001%.jpg (1280×923)
Tim Knight
US average tax rates.jpg (1280×937)
US average tax rates.jpg (1280×937)
Tim Knight
income tax plans by president_0.jpg (939×581)
income tax plans by president_0.jpg (939×581)
Tim Knight
slopechart_USD/CLP.jpg
slopechart_USD/CLP.jpg
USD/CLP (that's Chilean Peso, what's left of it).
Claws
1
Chile.jpg
Chile.jpg
Everything is fine. It's only Chile.
Claws
2
bfm840C.jpg (976×511)
bfm840C.jpg (976×511)
The Conference Board’s index of leading economic indicators has fallen three straight months, the worst streak s...
Tim Knight
1
Special-Chart-2-2.jpg (628×365)
Special-Chart-2-2.jpg (628×365)
China reality versus their fiction
Tim Knight
1 nov21.PNG
1 nov21.PNG
Silver Singularity
2
Market-cap-GDP.png (768×573)
Market-cap-GDP.png (768×573)
Tim Knight
xlf-financial-crisis-breakout-or-double-top-nov-12.jpg (1552×822)
xlf-financial-crisis-breakout-or-double-top-nov-12.jpg (1552×822)
Tim Knight
1
USautoloandeliquenciesdollars2019Q3.png
USautoloandeliquenciesdollars2019Q3.png
90+ days auto loan delinquencies.
Claws
3
ShareDebt.jpg
ShareDebt.jpg
Mortgages account for most U.S. household debt.
Claws
bankruptciesForeclosuresDebtCollection.jpg
bankruptciesForeclosuresDebtCollection.jpg
Bankruptcies, foreclosures and debt collection.
Claws
2
householdDebt.jpg
householdDebt.jpg
U.S. household debt
Claws
1
corporate margin squeeze.jpg (957×462)
corporate margin squeeze.jpg (957×462)
Tim Knight
bfmCD9B.jpg (976×502)
bfmCD9B.jpg (976×502)
Consumer Comfort Crashes Most Since 2011
Tim Knight
1
CBO debt forecast 1.28.2019_2.jpg (663×379)
CBO debt forecast 1.28.2019_2.jpg (663×379)
Tim Knight
1