Tag Archives: T-bonds


Employment Report Weakness, Fed’s Pianalto & Rosengren Dovish Statements, Credit Markets Don’t Confirm Sell Off

The economic news continues to be terrible. The knee jerk reaction; sell off the equity markets run into U.S. treasuries. This type of action would only make sense to the person who ran directly from his cabin into the galley on the Titanic and felt he had gained safety. Furthermore, this fatuous trade into T-bonds has place a brainless bid […]

US$ Decline, T-Bond Prices Decline / Rates Up, CRB Index Down, Precious Metals Higher

By viewing the five charts above, (UUP = US$, TLT = Treasury bonds, CRB = Commodities, GLD = Gold) you have just witnessed a graphical demonstration of the beginning of the stagflation trade. Those of you who read this blog regularly know we have been warning of the inevitable rise of hyper-inflation at a time when a jobless recovery will […]