Browse Stacks: Business


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slopechart_RBLX.jpg
slopechart_RBLX.jpg
Chart a bit complicated, but it is all support and resistance. RBLX doesn't want to quit. Right now just over pr...
Violet
2
2022-06-15_16-31-07_0.jpg (1002×565)
2022-06-15_16-31-07_0.jpg (1002×565)
'Misery' Index (adjusted using CPI and LFPR) to its worst since Jimmy Carter was president...
Tim Knight
3
savings rate May 2022.png (1171×721)
savings rate May 2022.png (1171×721)
Tim Knight
3
2022-06-01_10-31-17.jpg (991×650)
2022-06-01_10-31-17.jpg (991×650)
And longer-term, the trend towards stagflation could not be clearer...
Tim Knight
2022-06-01_10-42-19.jpg (659×491)
2022-06-01_10-42-19.jpg (659×491)
Economy projection slashed severely (no surprise there)
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Y/Y Trimmed Mean CPI, January 2019-April 2022
Tim Knight
1
88i1jn323n091.jpg (640×852)
88i1jn323n091.jpg (640×852)
Tim Knight
fredgraph.png (750×568)
fredgraph.png (750×568)
Inflation-Adjusted 15-Year Mortgage Rate, 2010-2022
Tim Knight
1
fredgraph.png (700×818)
fredgraph.png (700×818)
CPI Indexed To January 1995
Tim Knight
2022-05-16_12-05-31.jpg (989×663)
2022-05-16_12-05-31.jpg (989×663)
This morning's 8-sigma miss to the downside for Empire Fed manufacturing dragged the US Macro Surprise Index into...
Tim Knight
fredgraph.png (700×818)
fredgraph.png (700×818)
Tim Knight
1
Does this look like inflation? – Notes From the Rabbit Hole
Does this look like inflation? – Notes From the Rabbit Hole
Does this look like inflation? I didn't think so.
NFTRH
1
2022-05-10.png (1280×630)
2022-05-10.png (1280×630)
Tim Knight
3
fredgraph.png (700×768)
fredgraph.png (700×768)
Employment-To-Population Ratio, Prime Age Male Workers, 1967-2021
Tim Knight
1
fredgraph.png (700×868)
fredgraph.png (700×868)
Holy crap......US Trade Balance, 1992-2022
Tim Knight
3
2022-05-05_05-32-10.jpg (937×597)
2022-05-05_05-32-10.jpg (937×597)
Disastrous Q1 productivity report, which posted at -7.5%, the biggest drop since 1947.
Tim Knight
fredgraph.png (700×868)
fredgraph.png (700×868)
Tim Knight
gdp-now.png (656×449)
gdp-now.png (656×449)
Atlanta Fed GDPNow Forecasts Negligable Growth
Tim Knight
1
2022-04-26_05-31-54.jpg (1176×685)
2022-04-26_05-31-54.jpg (1176×685)
US Durable Goods Orders Growth Slowest In 13 Months
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Y/Y Change In CPI For Consumer Electricity, 2012-2022
Tim Knight
1
energy-generation-capacity-share-north-america-by-source.jpg (1000×743)
energy-generation-capacity-share-north-america-by-source.jpg (10...
Tim Knight
1
fredgraph.png (700×818)
fredgraph.png (700×818)
Producer Price Index For Natural Gas To Consumers, 1990-2022
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Index of Inflation-Adjusted Private Sector Hourly Wages, April 2020=100
Tim Knight
2022-04-12_05-36-04.jpg (999×639)
2022-04-12_05-36-04.jpg (999×639)
real average hourly earnings fell for the 12th straight month...
Tim Knight
2022-04-12_05-39-28.jpg (1006×628)
2022-04-12_05-39-28.jpg (1006×628)
The 1.2% MoM rise is the biggest since Sept 2005
Tim Knight
2022-04-12_05-33-44.jpg (1004×642)
2022-04-12_05-33-44.jpg (1004×642)
"Extraordinary" - US Consumer Prices Soar At Fastest In Over 40 Years
Tim Knight
1
alt-cpi-home2.gif (425×250)
alt-cpi-home2.gif (425×250)
Tim Knight
US-Used-vehicle-2022-04-08-Manheim-value-index.png (525×402)
US-Used-vehicle-2022-04-08-Manheim-value-index.png (525×402)
Tim Knight
zillow rents up.jpg (554×420)
zillow rents up.jpg (554×420)
Tim Knight
2022-04-11_09-19-25.jpg (1004×626)
2022-04-11_09-19-25.jpg (1004×626)
Tim Knight
3
1-3 inflkation expo.jpg (1271×612)
1-3 inflkation expo.jpg (1271×612)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
You can’t make this up. During the past nearly quarter of a century, the BOJ’s balance sheet (purple line) has...
Tim Knight
3
Fed funds vs CPI_1.jpg (1267×668)
Fed funds vs CPI_1.jpg (1267×668)
Tim Knight
2
german inflation 3.30_0.png (1280×662)
german inflation 3.30_0.png (1280×662)
German Retailers To Increase Food Prices By 20-50% On Monday
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Index of Aggregate Hours For the Goods-Producing Sector,1979-2022
Tim Knight
fredgraph.png (770×620)
fredgraph.png (770×620)
Y/Y Change In PCE Deflator: Services Versus Durable Goods, 2012-2021
Tim Knight
fredgraph.png (700×918)
fredgraph.png (700×918)
Inflation-Adjusted Federal Funds Rate, 1954-2022
Tim Knight
fredgraph.png (700×818)
fredgraph.png (700×818)
Highest in 40 years, thanks to Jerome
Tim Knight
2022-03-31_05-35-00.jpg (951×618)
2022-03-31_05-35-00.jpg (951×618)
Fed's Favorite Inflation Indicator Surges To 40 Year High In Feb As Real Spending Shrinks
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Median Home Sales Price Versus 30-Year Mortgage Rate, 1980-2022
Tim Knight
2
fredgraph.png (700×718)
fredgraph.png (700×718)
Inflation-Adjusted (Real) Yield On 10-Year US Treasury Not, 1987-2022
Tim Knight
2
US and euro area inflation.jpg (894×390)
US and euro area inflation.jpg (894×390)
Pretty magical how the experts say inflation will be peaking, oh, right about NOW and then magically vanish.
Tim Knight
1
10Y TSY lt 2.jpg (1072×623)
10Y TSY lt 2.jpg (1072×623)
Tim Knight
2022-03-21_10-59-34.jpg (996×621)
2022-03-21_10-59-34.jpg (996×621)
Today was the second biggest yield jump for 2Y yields since June 2009...
Tim Knight
3
The Pigs are not leading yields | Notes From the Rabbit Hole
The Pigs are not leading yields | Notes From the Rabbit Hole
The Pigs are negatively diverging long-term yields and that is important...
NFTRH
Fed not hawkish; hellflation or liquidation ahead | Notes From the Rabbit Hole
Fed not hawkish; hellflation or liquidation ahead | Notes From t...
Continuum... do or die baby! Do or die...
NFTRH
FN8VnFFVsAADw13 (703×358)
FN8VnFFVsAADw13 (703×358)
Tim Knight
US-CPI_federal-funds-rate-2022-03-12-minus-CPI.png (525×413)
US-CPI_federal-funds-rate-2022-03-12-minus-CPI.png (525×413)
Tim Knight
slopechart_SXC.jpg
slopechart_SXC.jpg
kingofthenw
CpaydWCWIAAUjMH (967×512)
CpaydWCWIAAUjMH (967×512)
Tim Knight
2022-03-11_11-00-27.jpg (861×461)
2022-03-11_11-00-27.jpg (861×461)
Tim Knight
2
Real-Oil-Price-Deviation-From-Trend-030422.png (542×360)
Real-Oil-Price-Deviation-From-Trend-030422.png (542×360)
Tim Knight
Oil-Inflation-Adjusted-Prices-and-Events-030822.png (926×518)
Oil-Inflation-Adjusted-Prices-and-Events-030822.png (926×518)
Tim Knight
2022-03-10_05-36-37.jpg (861×460)
2022-03-10_05-36-37.jpg (861×460)
Real wages (average hourly earnings) dropped on a YoY basis for the 11th straight month...
Tim Knight
1
2022-03-10_05-35-52.jpg (861×460)
2022-03-10_05-35-52.jpg (861×460)
US Consumer Prices Are Rising At Their Fastest Pace In Over 40 Years
Tim Knight
AVvXsEg2BkOwb70XcfN5KbHoLhZvFr_z_EJux3L8eFP0H_fVN3dhTiekzguE_Zzy8P7HFzEzRQc4Y2TfYCUemnxM5JrfB7WQNzihsE8iyQref0wTC2FvbjfE8Xv0rfzZ
AVvXsEg2BkOwb70XcfN5KbHoLhZvFr_z_EJux3L8eFP0H_fVN3dhTiekzguE_Zzy8P7...
Oil is just about the only thing that we still make here.
Tim Knight
fredgraph.png (1168×720)
fredgraph.png (1168×720)
US Trade Deficit On Goods And Services, 1990-2022
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Y/Y Change In Hourly Earnings of Leisure And Hospitality Workers, 2012-2022
Tim Knight
5
GDPNow.jpeg (1226×592)
GDPNow.jpeg (1226×592)
GDP forecast
Tim Knight
1
slopechart_IMPP.jpg
slopechart_IMPP.jpg
Stack Genesis. Sentiment: Bull
kingofthenw
2
fredgraph.png (700×718)
fredgraph.png (700×718)
Total Business Debt As % of GDP, 1971-2020
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Purchasing Power Of The Dollar Since Jerome Powell Joined The Fed In May 2012
Tim Knight
3
inflation expectations and commodities
inflation expectations and commodities
Inflation expectations making a move to get back on message w/ CRB index.
NFTRH
slopechart_HAL.jpg
slopechart_HAL.jpg
Wedging
Baby Bear
1
Gold/Silver ratio continues to diverge the inflation trades | Notes From the Rabbit Hole
Gold/Silver ratio continues to diverge the inflation trades | No...
Why is the Fed so aggressively out hawking in the media? Because, this... (they're behind the curve).
NFTRH
2022-02-15_05-30-43.jpg (995×562)
2022-02-15_05-30-43.jpg (995×562)
US Producer Price Inflation Unexpectedly Remains Near Record Highs In Jan
Tim Knight
2
inflation biden_6.jpg (761×429)
inflation biden_6.jpg (761×429)
Tim Knight
1
Fed Jawbones mean business | Notes From the Rabbit Hole
Fed Jawbones mean business | Notes From the Rabbit Hole
Check out the orange line. Fed jawbones are not kidding. They are listening to what the bond market is DEMANDING o...
NFTRH
silver gold ratio
silver gold ratio
Silver/Gold ratio: lose this area and go dis-inflationary (at best). Hold it and turn up and it's inflation 'on'.
NFTRH
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Index of US Unit Labor Costs, 1971-2021
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Imports of Nondurable Goods, 1997-2021
Tim Knight
1
fredgraph.png (1168×720)
fredgraph.png (1168×720)
Real physical output of nondurables in the US clocked in 1% below the level first achieved 25 years ago in August 1997!
Tim Knight
1
credit cracking.jpg (865×467)
credit cracking.jpg (865×467)
Tim Knight
1
caixing PMI.jpg (1267×633)
caixing PMI.jpg (1267×633)
China PMIs Show Economy On Verge Of Contraction Amid Continued Growth Slowdown
Tim Knight
2022-01-28_08-59-07.jpg (1006×541)
2022-01-28_08-59-07.jpg (1006×541)
Atlanta Fed Shocker: US Economy On Verge Of Contraction
Tim Knight
Surprise! | Notes From the Rabbit Hole
Surprise! | Notes From the Rabbit Hole
CESI negative divergence to stonk analysts' P/E projections had a lot of work to do as of a week ago (1/20). Probably...
NFTRH
Surprise! | Notes From the Rabbit Hole
Surprise! | Notes From the Rabbit Hole
CESI negative divergence to SPX (technicals) finally closed...
NFTRH
Gold and inflation | Notes From the Rabbit Hole
Gold and inflation | Notes From the Rabbit Hole
You know, there are times when it's good to have gold for inflation. Just not as often as perma-bugs think. But if...
NFTRH
2
2772f8jorpc81.jpg (640×457)
2772f8jorpc81.jpg (640×457)
Tim Knight
2022-01-13_12-19-02.jpg (1035×563)
2022-01-13_12-19-02.jpg (1035×563)
According to the Taylor rule, interest rates are TEN PERCENT TOO LOW right now! (1,000 basis points)
Tim Knight
2022-01-13_12-27-04.jpg (993×593)
2022-01-13_12-27-04.jpg (993×593)
Yields look ready to plunge.......
Tim Knight
1
Two important macro indicators remain intact | Notes From the Rabbit Hole
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).
NFTRH
resignation1-22.png (500×481)
resignation1-22.png (500×481)
Tim Knight
2
2 year treasury yield
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...
NFTRH
2
tyx
tyx
Implications of rising long-term yields?
NFTRH
fully bottlenecked.png (455×282)
fully bottlenecked.png (455×282)
Tim Knight
1
Precious Metals bounce; no sign of speculative froth | Notes From the Rabbit Hole
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.
NFTRH
1641231708754.png (1280×642)
1641231708754.png (1280×642)
Tim Knight
2
US-consumer-PCE-2021-12-23-personal-income-salaries-real-v-nominal-household-.png (500×426)
US-consumer-PCE-2021-12-23-personal-income-salaries-real-v-nominal-...
Tim Knight
1
slopechart_TELL.jpg
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...
Honduki
yield curve
yield curve
Yield curve shows current Goldilocks flattener with 2022 to either stay that way (unlikely), morph to higher inflatio...
NFTRH
A look at inflationary dynamics through the lens of TSX-V/TSX | Notes From the Rabbit Hole
A look at inflationary dynamics through the lens of TSX-V/TSX |...
TSX-V/TSX ratio currently shows cooling inflation spec trades.
NFTRH
bdi
bdi
BDI continues flashing negative for inflation/inflation trades...
NFTRH
slopechart_LE.jpg
slopechart_LE.jpg
Lands End -- The End
DadTrader
FGlpFStXIAM5eBv (517×367)
FGlpFStXIAM5eBv (517×367)
Tim Knight
1
2021-12-14_05-31-55.jpg (1010×620)
2021-12-14_05-31-55.jpg (1010×620)
US Producer Prices Explode To Record High In November
Tim Knight
fredgraph.png (950×720)
fredgraph.png (950×720)
Y/Y CPI Inflation Versus 10-Year UST Yield, 1982-2021
Tim Knight
earnings2.jpg (994×659)
earnings2.jpg (994×659)
Real wages are SHRINKING
Tim Knight
1
earnings1.jpg (1280×908)
earnings1.jpg (1280×908)
Inflation beating wage growth
Tim Knight
2021-12-08_11-58-41.jpg (1056×617)
2021-12-08_11-58-41.jpg (1056×617)
Finally, the number of U.S. job openings exceeded the number of unemployed Americans by the most on record in October...
Tim Knight
2