Inflation

Weight of the evidence bond market discipline shifted to negative from neutral this month.

• Read more

Bond market now ahead of itself...Economy stronger than many perceive...Fed may not be done tightening...Expect bond market correction to develop from overbought position sometime in March.

• Read more

Weight of the evidence discipline remains neutral this month. Long T-bond six and twelve month worst case still seen only as 8.50% level.

• Read more

Combination of seasonal trend and recent sharp drop in gold shares too tempting to pass up.

• Read more

Economy Humming Along...Fed Not Done Yet...Inflation Still Number One Worry

• Read more

The Economic Surprise And Inflation, The Feds Overheating Economy And Inflation Fears Are Justified and “Contract With America”: The Danger Is Big Tax Cuts But Minimal Spending Cuts

• Read more

Economic growth and stock market performance don’t go hand in hand - the stock market looks ahead. Don’t be surprised by more wage irrflation. The AdvantHedge short selling program is updated and explained because readers have expressed a growing interest (maybe it’s the market).

• Read more

Weight of the evidence discipline remains negative on a cyclical basis, but long T-bond six month risk seen only as 8.25%-8.50% level, with 12 month risk at 8.50% level.

• Read more

Treasury zero bonds are becoming increasingly attractive for retirement accounts and other investors who want to know with absolute certainty how much they are going to get and when they will get it. Also, preliminary Leuthold Group economic and market projections for 1995.

• Read more

Weight of the evidence discipline remains negative on a cyclical basis, but long T-bond six month risk seen only as 8.25%-8.50% level, with 12 month risk at 8.50% level.

• Read more

Weight of the evidence discipline remains negative on a cyclical basis.

• Read more

Weight of the evidence discipline remains negative on a cyclical basis, but rally seems underway.

• Read more

Diffusion Index breaks above its 70% danger zone, signaling higher commodity inflation ahead?

• Read more

Major Trend moves deeper into negative territory...Commodity Diffusion Index move above 70% does not inspire us either.

• Read more

How Bush and the boys rescued the banks without busting the FDIC, fiscal responsibility in the 1993 Congress is examined and what the recent surge in commodity inflation means.

• Read more

Weight of the evidence discipline remains negative, but market now in 7.50%-8.00% accumulation zone. Yield curve looks like it may be flattening out.

• Read more

Streisand concert tickets got more bids than treasuries in late March and the first day of April. It was a painful period for both bond and stock investors.

• Read more

At this point, the bond market outlook is still viewed as negative, it was also negative last month. The upside seems minimal over the next 6-12 months.

• Read more

Weight of the evidence discipline remains negative for bond market.

• Read more

Weight of the evidence now mildly negative on bond market.

• Read more