Browse Stacks: Business: Inflation


2772f8jorpc81.jpg (640×457)
2772f8jorpc81.jpg (640×457)
Tim Knight
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
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
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
earnings1.jpg (1280×908)
earnings1.jpg (1280×908)
Inflation beating wage growth
Tim Knight
inflation political problem.jpg (860×445)
inflation political problem.jpg (860×445)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Loss of Consumer Purchasing Power, 2000-2021
Tim Knight
slopechart_IEF.jpg
slopechart_IEF.jpg
7-10 Year Treasury Bond ETF breakdown today
Baby Bear
1
Real-Makret-Cap-To-GDP-Ratio-110921-1024x661.png (1024×661)
Real-Makret-Cap-To-GDP-Ratio-110921-1024x661.png (1024×661)
Tim Knight
1
baltic dry index, inflation expectations
baltic dry index, inflation expectations
A negative forward indicator for inflation and thus, the inflation trades as BDI drops hard.
NFTRH
image (64).png (1260×700)
image (64).png (1260×700)
US Consumer Prices Are Spiking At Their Fastest In 40 Years
Tim Knight
2
fredgraph.png (1168×720)
fredgraph.png (1168×720)
Y/Y Change In Producer Price Index, All Commodities
Tim Knight
FDbYGNdXoAcbBGU (700×500)
FDbYGNdXoAcbBGU (700×500)
Food costs surging
Tim Knight
5
bofa transitory inflation meter.jpg (574×370)
bofa transitory inflation meter.jpg (574×370)
One Bank's "Persistent Inflation" Meter Just Hit A Record 96 Out Of 100
Tim Knight
2
citi inflation surprise index 2.jpg (1269×684)
citi inflation surprise index 2.jpg (1269×684)
Tim Knight
Snag_8eadc79.png (953×656)
Snag_8eadc79.png (953×656)
More transitory inflation.
Tim Knight
1
aihspiuo93t71.png (500×532)
aihspiuo93t71.png (500×532)
Tim Knight
Ny Fed 3Y inflation exp_1.jpg (1280×649)
Ny Fed 3Y inflation exp_1.jpg (1280×649)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Tim Knight
rinf (inflation expectations)
rinf (inflation expectations)
Inflation expectations ETF... err, bullish.
NFTRH
1
gold/spx ratio
gold/spx ratio
Macro still cyclical inflation but it's gonna morph... Stag, Deflation or Goldilocks. 3rd option least likely but...
NFTRH
slopechart_NTR.jpg
slopechart_NTR.jpg
Based on the Fed yesterday and food prices increasing everywhere. This is beauty to break out. I started buying lo...
damicsjd
CPI-Inflation-Deficit-090521.png (809×483)
CPI-Inflation-Deficit-090521.png (809×483)
Tim Knight
fredgraph.png (900×470)
fredgraph.png (900×470)
YoY Change In 16% Trimmed Mean CPI, 1993-2021
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Tim Knight
2
The Inflation/Deflation debate wears on… | Notes From the Rabbit Hole
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.
NFTRH
1
core PCE 8.26.jpg (1260×652)
core PCE 8.26.jpg (1260×652)
PCE came in at 6.1%, in line with expectations, and the highest since Q3 1983.
Tim Knight
gold/spx ratio
gold/spx ratio
Until inflation sensitive cyclical items top out vs. gold risk remains 'on'.
NFTRH
yield curve
yield curve
No assurance that the yield curve steepener will remain inflationary. Nope, none at all.
NFTRH
bfm9D9A.jpg (979×564)
bfm9D9A.jpg (979×564)
PPI Soaring
Tim Knight
slopechart_USO.jpg
slopechart_USO.jpg
Possible convergence around 62. Currently a shade below 50. Possible indicator of ongoing material inflation.
sdhaff21
fredgraph.png (1000×720)
fredgraph.png (1000×720)
Inflation-Adjusted NASDAQ 100 Versus Real GDP, 1995-2021
Tim Knight
1
fredgraph.png (750×568)
fredgraph.png (750×568)
YoY Change In CPI, 1971-1987
Tim Knight
2
tyx
tyx
Was today the low in the 30yr yield's right side shoulder? If so, get ready for a change in this week's tone. If n...
NFTRH
1
transitory hyper 1.jpg (707×317)
transitory hyper 1.jpg (707×317)
One Bank's Non-Transitory Inflation Meter Just Exploded
Tim Knight
fredgraph.png (900×570)
fredgraph.png (900×570)
Real GDP Growth Versus Inflation, 1921-1929
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Purchasing Power Of The Dollar Since Camp David, August 1971
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
CPI Versus Core PCE Deflator, 2000-2021
Tim Knight
1
transitory hyperinflation.jpg (707×718)
transitory hyperinflation.jpg (707×718)
Tim Knight
2
fredgraph.png (900×600)
fredgraph.png (900×600)
Overall CPI Versus Durables Index, 1956-2020
Tim Knight
1
fredgraph.png (900×620)
fredgraph.png (900×620)
Labor Hours At Average Hourly Wage To Purchase A Median-Priced Home, 1965-2020
Tim Knight
1
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