Inflation is out of sync with the Fed Funds Rate. The Fed will have to hike the Fed Funds Rate soon to stop inflation or at least stop asset purchases.
The "Transitory inflation" narrative from the Fed is not going to materialize, meaning that inflation will drop without the Fed hiking the Fed Funds Rate or stopping asset purchases.
The free "BRRRRRRRR" money...
SP500 dividend yield has previously been a good indicator for when the SP500 is at a top. Will it also be this time? Currently it looks like it will turn for RSI/MACD on both daily, weekly and monthly.
Gold price is here inverted, but it looks like there could be some potential upside as it is lacking behind the 10-year treasury inflation-indexed rates (TIPS) and they are normally correlated.
This is because when real rates rise the price of gold normally falls because it does not generate a yield.
Either rates will rise or gold will go up, but it looks like a...
With inspiration from the Financial Times:
10-year inflation expectations(T10YIE) are stable while the US 10 yield (US10Y) and 10-year TIPS (treasury inflation-indexed security, DFII) are falling. This means that real rates are dropping as they are calculated as the nominal rate (US10Y) minus...
Which one is right?
EURUSD or Copper?
They usually follow along but now it seems that they deviated. Which one is right?
If Copper is right then inflation will crush USD soon. If USD is right then it could be due to rising yields on US treasuries. What do you think?