Browse Stacks: Business: Inflation
gold/spx ratio
Macro still cyclical inflation but it's gonna morph... Stag, Deflation or Goldilocks. 3rd option least likely but...
slopechart_NTR.jpg
Based on the Fed yesterday and food prices increasing everywhere. This is beauty to break out. I started buying lo...
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YoY Change In 16% Trimmed Mean CPI, 1993-2021
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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.
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PCE came in at 6.1%, in line with expectations, and the highest since Q3 1983.
gold/spx ratio
Until inflation sensitive cyclical items top out vs. gold risk remains 'on'.
yield curve
No assurance that the yield curve steepener will remain inflationary. Nope, none at all.
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PPI Soaring
slopechart_USO.jpg
Possible convergence around 62. Currently a shade below 50. Possible indicator of ongoing material inflation.
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Inflation-Adjusted NASDAQ 100 Versus Real GDP, 1995-2021
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YoY Change In CPI, 1971-1987
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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...
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One Bank's Non-Transitory Inflation Meter Just Exploded
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Real GDP Growth Versus Inflation, 1921-1929
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Purchasing Power Of The Dollar Since Camp David, August 1971
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CPI Versus Core PCE Deflator, 2000-2021
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Overall CPI Versus Durables Index, 1956-2020
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Labor Hours At Average Hourly Wage To Purchase A Median-Priced Home, 1965-2020
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slopechart_VNQ.jpg
VNQ will break loose above 100 late this Summer.
slopechart_USO.jpg
My mind has been changed on inflation. Feel free to enjoy the panic!
Continuum to… Continue? | Notes From the Rabbit Hole
30yr yield is breaking a fl...
slopechart_USO.jpg
No wonder there isn't more concern about inflation. Commodities aren't even above the pre-COVID level in index pr...
cpi & ppi
Screwing the consumer over decades is one thing, but let manufacturing costs (PPI) get out of hand and it's a whol...
An Inflationary Slingshot | Notes From the Rabbit Hole
Here is the engine of a coming Stagflation... producer prices (PPI).
An Inflationary Slingshot | Notes From the Rabbit Hole
Inflationary boom is cost-PUSHING Stagflation into the economy after Fed's reaction to COVID-19.
30 year treasury yield
The inflation is going to fail. The question is when?
5 year inflation rate
The inflation is going to fail. The question is when?
yield curve
If you're gonna get the markets right you gotta get the macro right. Here's one such macro map needed.
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gold/silver ratio
With the Gold/Silver ratio counter-trend bouncing w/ USD the indication is for a temporary interruption of global...
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silver/gold ratio
"It is 2003" says the Silver/Gold ratio. The first impulsive move is 2020 and the likely inflation to follow could...
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The actual inflation rate is ALREADY 2%
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slopechart_TIP.jpg
Here's a TIP, there is no inflation, right?
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silver gold ratio
Silver/Gold ratio wave 5 beginning as the macro reflation labors on.
slopechart_TIP.jpg
Inflation protected U.S. Treasury bonds hit a new high
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silver gold ratio
Silver/Gold ratio hits target. It's a stop sign or a gateway. Inflation or deflation. Munny heaven or failure.
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...
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slopechart_FR:DTWEXBGS.jpg
U.S. Trade-Weighted Dollar. Target around 131.
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Producer Prices Plunge By Record In April: Gas Prices Plunge, Booze Bounces
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.
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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...
slopechart_/ICE_SB.jpg
Sugar #11 Futures - The global benchmark for raw cane sugar. (No need to worry, Strawberry Blonde) This chart can...
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slopechart_TIP.jpg
Maybe the party is just getting started?
slopechart_FR:DGS10.jpg
10 year Treasury constant maturity rate. Trouble has been brewing for a while now.
slopechart_FR:VXGDXCLS.jpg
Gold Miners ETF Volatility
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.
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slopechart_USD/CLP.jpg
USD/CLP (that's Chilean Peso, what's left of it).
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slopechart_RINF.jpg
Ooh look! There's an ETF for inflation. Trend is still down overall! ojo
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commodities-breaking-3-year-support-deflation-becomes-more-likely-a...
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inxg.jpg
TSI on UK index-linked gilts (the inflation play) looks a bit boring. Nice chart though.
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slv gld ratio
Silver/Gold ratio not yet indicating the whopper of an inflation to come... but wait for it. It's coming.
crb
Commodity bubbles 1& 2 came against very elevated inflation expectations (TIP/TLT), which makes much sense.
crb
Commodity bubbles 1 & 2 came against a robotic decline in long-term yields, which makes little sense.
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slopechart_TIP/IEF.jpg
The Fed might look at this and see no inflation - so they start cutting again (sooner rather than later)
slopechart_GLD/SLV.jpg
Adios Inflation?
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slopechart_FR:CUSR0000SEFW.jpg
Price of booze consumed at home - it has taken 35 years for it to double.
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PCE.png (913×588)
weekly.jpg
Breakout of UK index linked gilts less than 1.5 weeks to Brexit deadline. Had assumed that there would be a breako...
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About That Bond Bear Market… – Notes From the Rabbit Hole
About that bond bear market... inflation expectations in the tank.
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US Producer Prices Surge Most In 6 Years
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This year's worst hit emerging market currencies.
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TurkeyArgentina-1.jpg
Argentine and Turkish markets are getting hit for a reason
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slopechart_USD/TRY.jpg
Yowza!
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United States Inflation Rate
Inflation rate nearing 3% ... the fastest rates of inflation for over six years. The market may be underestimatin...
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Fed's Underlying Inflation Gauge Warns Of Imminent Inflation Surge
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After slowing in April to +2.6% YoY, PPI surged in May by 3.1% YoY - the biggest price rise since Dec 2011...
slopechart_$MISERY.jpg
Misery index near historic lows. Everybody's happy, I guess.
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.
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Inflation Since 1872
Monthly inflation over centuries
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index linked gilt.jpg
Bull flag standing up out of bull flag on UK's index linked gilt. What's next?
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slopechart_FR_T5YIFR.jpg
5-year inflation expectations nearing top of descending channel.
IndexLinkedGilts.jpg
UK iShares Index-Linked Gilts ETF goes up with inflation. Nice bullish flag on the right. As /CL goes up, so does...
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A deflationary bull market
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slopechart_SPY.jpg
1SexyStud has been asked to leave by our host and knowledgeable well intention @MarketSniper.
I've been reading...
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...
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TNX.png
$TNX 10 year U.S. treasury yield has a clear IH&S. Graph borrowed from http://www.marketoracle.co.uk/Article61385.html
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What a shame!
#breakthetbtfbanks
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inflation-indicator-testing-support-questioning-need-to-raise-rates...
Inflation indicator wonders why the Fed is raising rates
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Producer Prices.png
Producer Prices indicate inflation has finally returned.
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stocksbonds6040.jpg
Stock and bond markets have been extraordinarily quiet since February 2016 lows. How quiet? A 60/40 portfolio cons...
stocksvsbonds.jpg
The last time equities outperformed bonds for 7 straight years was 1928
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Where "inflation" has gone......