Browse Stacks: Business: Inflation


slopechart_VNQ.jpg
slopechart_VNQ.jpg
VNQ will break loose above 100 late this Summer.
sdhaff21
slopechart_USO.jpg
slopechart_USO.jpg
My mind has been changed on inflation. Feel free to enjoy the panic!
sdhaff21
Continuum to… Continue? | Notes From the Rabbit Hole
Continuum to… Continue? | Notes From the Rabbit Hole
30yr yield is breaking a fl...
NFTRH
slopechart_USO.jpg
slopechart_USO.jpg
No wonder there isn't more concern about inflation. Commodities aren't even above the pre-COVID level in index pr...
sdhaff21
cpi & ppi
cpi & ppi
Screwing the consumer over decades is one thing, but let manufacturing costs (PPI) get out of hand and it's a whol...
NFTRH
An Inflationary Slingshot | Notes From the Rabbit Hole
An Inflationary Slingshot | Notes From the Rabbit Hole
Here is the engine of a coming Stagflation... producer prices (PPI).
NFTRH
An Inflationary Slingshot | Notes From the Rabbit Hole
An Inflationary Slingshot | Notes From the Rabbit Hole
Inflationary boom is cost-PUSHING Stagflation into the economy after Fed's reaction to COVID-19.
NFTRH
30 year treasury yield
30 year treasury yield
The inflation is going to fail. The question is when?
NFTRH
5 year inflation rate
5 year inflation rate
The inflation is going to fail. The question is when?
NFTRH
yield curve
yield curve
If you're gonna get the markets right you gotta get the macro right. Here's one such macro map needed.
NFTRH
asset price inflation.jpg (784×534)
asset price inflation.jpg (784×534)
Tim Knight
gold/silver ratio
gold/silver ratio
With the Gold/Silver ratio counter-trend bouncing w/ USD the indication is for a temporary interruption of global...
NFTRH
1
silver/gold ratio
silver/gold ratio
"It is 2003" says the Silver/Gold ratio. The first impulsive move is 2020 and the likely inflation to follow could...
NFTRH
fredgraph.png (950×620)
fredgraph.png (950×620)
The actual inflation rate is ALREADY 2%
Tim Knight
1
slopechart_TIP.jpg
slopechart_TIP.jpg
Here's a TIP, there is no inflation, right?
Baby Bear
1
silver gold ratio
silver gold ratio
Silver/Gold ratio wave 5 beginning as the macro reflation labors on.
NFTRH
slopechart_TIP.jpg
slopechart_TIP.jpg
Inflation protected U.S. Treasury bonds hit a new high
Professor Doomfinger
1
silver gold ratio
silver gold ratio
Silver/Gold ratio hits target. It's a stop sign or a gateway. Inflation or deflation. Munny heaven or failure.
NFTRH
gold silver ratio
gold silver ratio
Answer whether or not the Gold/Silver ratio is going to hold here or breakdown and you will have the answer to the...
NFTRH
3
slopechart_FR:DTWEXBGS.jpg
slopechart_FR:DTWEXBGS.jpg
U.S. Trade-Weighted Dollar. Target around 131.
Professor Doomfinger
1
bfm886E.jpg (976×516)
bfm886E.jpg (976×516)
Producer Prices Plunge By Record In April: Gas Prices Plunge, Booze Bounces
Tim Knight
silver gold ratio
silver gold ratio
Baby bear flag now breaking down after daddy bear flag broke down in the Silver/Gold ratio. Not good for inflation bugs.
NFTRH
1
silver gold ratio
silver gold ratio
Silver/Gold ratio bear flag giving birth to a bouncing baby bear flag is not gonna get 'er done for the inflation...
NFTRH
slopechart_/ICE_SB.jpg
slopechart_/ICE_SB.jpg
Sugar #11 Futures - The global benchmark for raw cane sugar. (No need to worry, Strawberry Blonde) This chart can...
Professor Doomfinger
4
slopechart_TIP.jpg
slopechart_TIP.jpg
Maybe the party is just getting started?
Professor Doomfinger
slopechart_FR:DGS10.jpg
slopechart_FR:DGS10.jpg
10 year Treasury constant maturity rate. Trouble has been brewing for a while now.
Professor Doomfinger
slopechart_FR:VXGDXCLS.jpg
slopechart_FR:VXGDXCLS.jpg
Gold Miners ETF Volatility
Professor Doomfinger
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
bfm8FF2.jpg (976×507)
bfm8FF2.jpg (976×507)
Tim Knight
slopechart_USD/CLP.jpg
slopechart_USD/CLP.jpg
USD/CLP (that's Chilean Peso, what's left of it).
Claws
1
1 nov21.PNG
1 nov21.PNG
Silver Singularity
2
slopechart_RINF.jpg
slopechart_RINF.jpg
Ooh look! There's an ETF for inflation. Trend is still down overall! ojo
Claws
FT_18.07.26_hourlyWage_adjusted_2.png (640×427)
FT_18.07.26_hourlyWage_adjusted_2.png (640×427)
Tim Knight
3
commodities-breaking-3-year-support-deflation-becomes-more-likely-aug-14.jpg (1890×913)
commodities-breaking-3-year-support-deflation-becomes-more-likely-a...
Tim Knight
1
inxg.jpg
inxg.jpg
TSI on UK index-linked gilts (the inflation play) looks a bit boring. Nice chart though.
Claws
2
bfmF6F9.jpg (976×504)
bfmF6F9.jpg (976×504)
Tim Knight
bfm6838.jpg (976×508)
bfm6838.jpg (976×508)
Tim Knight
wsj 2.png (322×329)
wsj 2.png (322×329)
Tim Knight
slv gld ratio
slv gld ratio
Silver/Gold ratio not yet indicating the whopper of an inflation to come... but wait for it. It's coming.
NFTRH
crb
crb
Commodity bubbles 1& 2 came against very elevated inflation expectations (TIP/TLT), which makes much sense.
NFTRH
crb
crb
Commodity bubbles 1 & 2 came against a robotic decline in long-term yields, which makes little sense.
NFTRH
bfmB360.jpg (964×511)
bfmB360.jpg (964×511)
Tim Knight
1
slopechart_TIP/IEF.jpg
slopechart_TIP/IEF.jpg
The Fed might look at this and see no inflation - so they start cutting again (sooner rather than later)
Professor Doomfinger
slopechart_GLD/SLV.jpg
slopechart_GLD/SLV.jpg
Adios Inflation?
Professor Doomfinger
3
slopechart_FR:CUSR0000SEFW.jpg
slopechart_FR:CUSR0000SEFW.jpg
Price of booze consumed at home - it has taken 35 years for it to double.
Professor Doomfinger
2
PCE.png (913×588)
PCE.png (913×588)
Tim Knight
weekly.jpg
weekly.jpg
Breakout of UK index linked gilts less than 1.5 weeks to Brexit deadline. Had assumed that there would be a breako...
Claws
nominf 1.gif (699×564)
nominf 1.gif (699×564)
Tim Knight
2
1 feb15.PNG
1 feb15.PNG
Silver Singularity
About That Bond Bear Market… – Notes From the Rabbit Hole
About That Bond Bear Market… – Notes From the Rabbit Hole
About that bond bear market... inflation expectations in the tank.
NFTRH
2018-11-09 (1).png (890×485)
2018-11-09 (1).png (890×485)
US Producer Prices Surge Most In 6 Years
Tim Knight
1
worsthitemergingmarketcurrencies.jpg
worsthitemergingmarketcurrencies.jpg
This year's worst hit emerging market currencies.
Claws
1
14 aug16.png
14 aug16.png
Silver Singularity
TurkeyArgentina-1.jpg
TurkeyArgentina-1.jpg
Argentine and Turkish markets are getting hit for a reason
Claws
1
slopechart_USD/TRY.jpg
slopechart_USD/TRY.jpg
Yowza!
Claws
7
United States Inflation Rate
United States Inflation Rate
Inflation rate nearing 3% ... the fastest rates of inflation for over six years. The market may be underestimatin...
dime
1
1 july20.PNG
1 july20.PNG
Silver Singularity
2018-07-09 (3).jpg (890×469)
2018-07-09 (3).jpg (890×469)
Fed's Underlying Inflation Gauge Warns Of Imminent Inflation Surge
Tim Knight
1
2018-06-13_5-31-57.jpg (890×472)
2018-06-13_5-31-57.jpg (890×472)
After slowing in April to +2.6% YoY, PPI surged in May by 3.1% YoY - the biggest price rise since Dec 2011...
Tim Knight
slopechart_$MISERY.jpg
slopechart_$MISERY.jpg
Misery index near historic lows. Everybody's happy, I guess.
Tim Knight
Investing in Chinese Stocks—投资大中华地区股市: 5-Year Inflation Expectations Falling as Rates Rise
Investing in Chinese Stocks—投资大中华地区股市: 5-Year I...
Inflation expectations are falling. Rates are rising. Deflation is coming.
LZ
1
Inflation Since 1872
Inflation Since 1872
Monthly inflation over centuries
Tim Knight
1
3 may1.PNG
3 may1.PNG
Silver Singularity
3
1 apr27.PNG
1 apr27.PNG
Silver Singularity
1
index linked gilt.jpg
index linked gilt.jpg
Bull flag standing up out of bull flag on UK's index linked gilt. What's next?
Claws
1
slopechart_FR_T5YIFR.jpg
slopechart_FR_T5YIFR.jpg
5-year inflation expectations nearing top of descending channel.
LZ
IndexLinkedGilts.jpg
IndexLinkedGilts.jpg
UK iShares Index-Linked Gilts ETF goes up with inflation. Nice bullish flag on the right. As /CL goes up, so does...
Claws
deflationary bubble.jpg (890×384)
deflationary bubble.jpg (890×384)
A deflationary bull market
Tim Knight
2
slopechart_SPY.jpg
slopechart_SPY.jpg
1SexyStud has been asked to leave by our host and knowledgeable well intention @MarketSniper. I've been reading...
WishUpon
dow-jones-top-of-70-year-channel-testing-1-year-support-feb-6.jpg (1568×733)
dow-jones-top-of-70-year-channel-testing-1-year-support-feb-6.jp...
@TK as you know, many of us are no longer to speak about any 'rain". Whether it's blue, yellow, brown, green. Purp...
Tim Knight
1
TNX.png
TNX.png
$TNX 10 year U.S. treasury yield has a clear IH&S. Graph borrowed from http://www.marketoracle.co.uk/Article61385.html
Claws
5 jan10.PNG
5 jan10.PNG
What a shame! #breakthetbtfbanks
Silver Singularity
4 dec31.PNG
4 dec31.PNG
Silver Singularity
4
inflation-indicator-testing-support-questioning-need-to-raise-rates-dec-14.jpg (1194×674)
inflation-indicator-testing-support-questioning-need-to-raise-rates...
Inflation indicator wonders why the Fed is raising rates
Tim Knight
2
Producer Prices.png
Producer Prices.png
Producer Prices indicate inflation has finally returned.
Claws
3
stocksbonds6040.jpg
stocksbonds6040.jpg
Stock and bond markets have been extraordinarily quiet since February 2016 lows. How quiet? A 60/40 portfolio cons...
daButcher
stocksvsbonds.jpg
stocksvsbonds.jpg
The last time equities outperformed bonds for 7 straight years was 1928
daButcher
2
DPzoel1VoAAldr6.jpg:large (1345×964)
DPzoel1VoAAldr6.jpg:large (1345×964)
Where "inflation" has gone......
Tim Knight
inflation-indicator-hitting-overhead-resistance-oct-30.jpg (1261×675)
inflation-indicator-hitting-overhead-resistance-oct-30.jpg (1261×675)
Tim Knight
1
ECBinflation.jpg
ECBinflation.jpg
Central Banks Have Consistently Failed At Predicting Inflation and Growth, Why Believe Them Now?
daButcher
1
atlanta-fed_sticky-price-cpi.png
atlanta-fed_sticky-price-cpi.png
The Atlanta Fed breaks the CPI into flexible and sticky prices. Flexible prices can move very quickly, like oil. S...
LZ
1
inflationary-indicator-tiptlt-ratio-continues-to-fall-may-31.jpg (1297×677)
inflationary-indicator-tiptlt-ratio-continues-to-fall-may-31.jpg...
Inflation indicator breaks support, continues to fall
Tim Knight
1
MCPost_NUGT_20170403_24834.jpg
MCPost_NUGT_20170403_24834.jpg
30-day Implied Volatility (IV30) Falls to Lowest Level in 12 months NUGT
marketchameleon.com
Headline and Core CPI since 2000
Headline and Core CPI since 2000
Consumer Price Index: Headline CPI Rises to 2.7%
Tim Knight
$UKT10Y.jpg
$UKT10Y.jpg
10 year UK treasury yield inverse H&S
Claws
1
tip-tlt-ratio-testing-7-year-falling-channel-resistance-feb-15.jpg (1298×674)
tip-tlt-ratio-testing-7-year-falling-channel-resistance-feb-15.j...
Inflation breakout looming
Tim Knight
WLI since 2000
WLI since 2000
ECRI Weekly Leading Index: "Future Inflation Gauge Leads Inflation Expectations"
Tim Knight
tip-tlt-ratio-testing-resistance-cluster-dec-5.jpg (1299×679)
tip-tlt-ratio-testing-resistance-cluster-dec-5.jpg (1299×679)
Is inflation coming?
Tim Knight
1
4 nov24.PNG
4 nov24.PNG
The most undervalued, liquid and indispensable hard asset IMO But there's OBV a reason why it's such a bargain ri...
Silver Singularity
2 oct18.PNG
2 oct18.PNG
Oh what a surprise! China running out of silver to sell ??? (so they can buy more gold at lower prices) Here's...
Silver Singularity
3 sept28.PNG
3 sept28.PNG
What happens when the "ground" is getting vertical?
Silver Singularity
3
2 sept23.PNG
2 sept23.PNG
Silver Singularity
9 sept17.PNG
9 sept17.PNG
Quick video if you want to understand better the musical chair game they are making the world to play! https://www...
Silver Singularity
3
22 sept14.PNG
22 sept14.PNG
If you missed it This is really the core of my anticipations about the stock market and the $ Now you know the...
Silver Singularity
7 sept12.PNG
7 sept12.PNG
For these who understand what money is
Silver Singularity
1
6 sept8.PNG
6 sept8.PNG
EUR/USD monthly Long and flat breath since the bottom Completely unextended now after beeing extremely stretched
Silver Singularity
5 sept8.PNG
5 sept8.PNG
Already A LOT tighter than Q3 2014 (end of QE3 tapering) And balance sheet hasn't and will NEVER normalize but...
Silver Singularity
4 sept8.PNG
4 sept8.PNG
Silver Singularity
3 sept8.PNG
3 sept8.PNG
Makes a lot of sense
Silver Singularity