04-22-2024 Rattle Rates and Do "The Twist" ---------------------------- Come on, Jay Powell. Let's do the twist. Come on, Yellen. Let's do the twist. Data continue to confound the Fed and Treasury. Easy money and free-spending lead to the pain of persistent inflation. Now, tight money constraints growth and hastens deficits, so … [Read more...]
04-15-2024 “Everybody’s Talking At Me” Bears Listen to the “Conflict Conversation” by Les Parker
04-15-2024 "Everybody's Talking At Me" Bears Listen to the "Conflict Conversation" ------------------------------- Everybody's Talkin' at Bonds. They don't hear a word they're sayin' Only the echoes of bears’ minds. The US, king of deficit-spending, continues to see sticky inflation, with the long-term expectation at 3%. Meanwhile, … [Read more...]
04-08-2024 Rates and the Sun Are Having a “Total Eclipse of the Heart” by Les Parker
04-08-2024 Rates and the Sun Are Having a "Total Eclipse of the Heart" ---------------------------- (Turn around, Bear lines) Every now and then rates fall apart (Turn around, Bear lines) The US faces a sign in the shadow. Sharp rates, strong jobs, stubborn inflation, Surging Gold, Scorching Oil, and a solid Dollar collide with sagging … [Read more...]
04-01-2024 “We Will Rock You” It’s Another Gold BRIC in the Wall by Les Parker
04-01-2024 "We Will Rock You" It's Another Gold BRIC in the Wall ------------------------ BRICS want a race. Chasing Bucks Can all over the place, // Queen only //singin'. We will, we will rock you. We will, we will rock you. Gold hit record highs as China and other BRICS continued their buying spree. So, why hoard Gold? … [Read more...]
03-25-2024 “Times Like These” Make You Look At Your Options by Les Parker
03-25-2024 "Times Like These" Make You Look At Your Options --------------------- Jay’s on a one-way motorway He’s an ease that drives away, then loosens sales back home. The Fed remains on the road to reducing monetary constraints, whether through lower rates or fewer sales of Treasuries. What bites harder, a recession, political upheaval, … [Read more...]
03-18-2024 Inflation Has the “Folsom Prison Blues”
03.18.24 Inflation Has the "Folsom Prison Blues" --------------------- Hello, I’m Jerome Cash I hear inflation comin', it's rolling round the bend. And I ain't seen it tumblin’ since I don't know when. I’m stuck in Biden’s Prison, inflation draggin' on. Biden pushes on demand with old-fashioned Democrat economic policies constraining … [Read more...]
03-11-2024 “We Will Rock You” It’s Another Gold BRIC in the Wall
3-11-24 "We Will Rock You" It's Another Gold BRIC in the Wall ------------------------ BRICS want a race. Chasing Bucks Can all over the place, // Queen only //singin'. We will, we will rock you. We will, we will rock you. Gold hit record highs as China and other BRICS continued their buying spree. So, why hoard Gold? Under Russia’s … [Read more...]
03-04-2024 The War Between Bulls and Bears Brings So Many “Questions”
3.04.24 The War Between Bulls and Bears Brings So Many "Questions" --------------------- Why do Bears never get an answer when they're knocking at the door? Because the truth is hard to swallow, that's what the balance war is for.Embrace the balanced war between Bulls and Bears and prepare for a breakthrough. Recent range trading displays the … [Read more...]
02-26-2024 Bears May Find “Trouble Every Day”
2.26.24 Bears May Find "Trouble Every Day" --------------------------------- Well, CASH about to get UPSET From watchin' Jay’s DELAY. He’s checkin' out / the news Until his eyeballs fail to see.On January 31, during Jay Powell's press conference, he said that the committee would begin to explore slowing sales of its Treasury portfolio.Some … [Read more...]
02-19-2024 China on Population, “Take It Easy”
2.19.24 China on Population, "Take It Easy" ---------------------------- Well, we’re buying down the locks. Trying to loosen our loans. Got a world of guidelines on our minds. Let’s look long-term. China’s fertility rate is among the lowest globally. It fell below its replacement rate in 1991. As a result, its population likely will collapse … [Read more...]
02-12-24 Fed Gives Bears “Just What I (They) Needed”
----------------------- I don't mind correcting here, waiting all the time. Bonds are waiting for the Fed to see inflation crashing down. Massive US debt supports global bank reserves but weakens long-term economic health. Additionally, the decline in the Fed's reverse repo balances put liquidity levels at risk. So, before the Fed eases rates, … [Read more...]
02-05-24 When Does A “Zombie” Stop Fighting?
----------------------- Another model's breaking Hard to take it over.The Fed is finished raising rates, yet the fight between the Bond market and the Federal Reserve continues. Bonds see data showing slumping inflation and sagging growth, while the Fed sees firm Jobs and solid consumer confidence. Both see the need for US borrowing. But how … [Read more...]
01-29-24 “Break The Rules” To Break The Ice Jam
----------------------- Erratic buys Blow our minds Bears feel alright What does mechanical trading, dipping volatility, and bubbling crude tell us? Short-term Treasuries are losing hope in a March ease while the long-end is ambivalent. Bonds like ebbing inflation, but they wonder about persistent debt-driven growth.The 10-year rate trend … [Read more...]
01-22-24 It’s A “Love Story” If Buyers Say Yes!
----------------------- Bonds got tired of waiting. Wondering if Jay was ever coming around. Did the Bond buyers buy on Friday? Happy consumers bought by draining savings and using credit cards earlier in the week. Where did the new era of frugality go? Will the Fed reduce its selling of Treasuries (Quantitative tightening) to avoid liquidity … [Read more...]
01-15-24 “Don’t Let Me Be Misunderstood” Signs of Misunderstanding
----------------------- China, does your deflation hurt now? Sometimes, rates feel a little glad. What inflation? Since the US PPI fell, China’s exports increased, and yr/yr Chinese CPI dropped; does that mean China exported deflation? Short-term rates like the 2-year Treasury notes are convinced falling inflation will cause the Fed to ease … [Read more...]
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