I think market sentiment is overly negative. Expectations for inflation is as high as in Q4 2022 when inflation was very high in the US. I expect RINF to be lower by the end of the year than it is today. That is bullish for stocks.
If the interest rates go up further then this will finally harm employment levels and reduce profits which will lower US tax...
Inflation Expectations.
BULLISH, but also VOLATILE chart pattern morphing into existence.
#gold #silver #uranium #crudeoil #inflation
Momentum as defined by distance from 3 year moving average
fomo target 22% above 36 month sma
Now, this is a story all about how
My rates got flipped-turned upside down
And I'd like to take a minute Just sit right there
I'll tell you how I became the fresh print of a town called Wall Street
In West Chicago born and raised
On the bond market was where I spent most of my days
Chillin' out, maxin', relaxin', all cool
And all buying' some spreads outside of a...
Inflation expectations comparison chart: I wanted to put this up ahead of Federal Reserve Chair Jerome Powell's appearance before the Senate Banking Committee today at 10am. The focus for the hearing is in regard to the rising prices assumed to correlate with inflation from the exaggerated quantitative easing since March 15th 2020.
RINF = white
QQQ = green
SPY =...
Good morning,
Inflation comes with a delay but don't worry it will come, and your pocket will suffer from it.
Stimulus are not free, like anything else.
Take profit of the bullish market while it still runs and the interest rates are near zero. But be aware of inflation.
Good luck!!
RINF jumped out at me today as most of my investments are down during this last trading day of the year. Inflationary index bottomed after 7 years in March and has been on its slow creep up since then as we enter a historical area of consolidation. At the time of this post bonds and gold were up about a quarter percent.
Inflation expectations approaching trend line and possible reversal with a new column of X. $RINF #commodities #patience #gold #silver $slv $gld #fintwit $sil $silj $gdx $gdxj $dxy
"Inflation is always and everywhere a monetary phenomen", MIlton Friedman said in 1975.
Inflation is the long-bond investor's worst enemy because the principal of the bond is fixed, causing investors to demand higher yields (higher coupon payments) when inflation is high.
If inflation is coming, long-dated bond yields will RISE, which is the same to say that...
Normally inflation falls when there's a recession, but this time that is not happening. Central banks (including the FED) have pumped too much liquidity into the system over recent years and even with the threat of recession, we're seeing some scary inflation data.
From the U.S. Bureau of Labor Statistics: "For the year ended January 2020, within final demand...
