The 10 year Treasury yield has dropped over 16% this week and over 8% today. It looks like a mad rush out of stocks and into bonds. Inflation is not a problem the market is concerned about at this time. Continue reading
Money Flowing from Stocks to Bonds
November 20th, 2008 4 Comments
Tags: Bonds · Inflation-Deflation · Standard and Poor's 500 (S&P500)
Bonds Show No Interest in the Inflation Argument
November 19th, 2008 4 Comments
The ten year bond yield is at levels from the early 1960s. Price essentially followed the slope down that it followed up from the sixties to the early 1980s. Continue reading
Tags: Bonds · Financials · Inflation-Deflation
Inflation-Deflation Update
November 17th, 2008 4 Comments
An update of some charts I have posted in the past that measure prices on some commodity indices. These measure some aspect of inflation, lack of inflation, or deflation. I do not see anything inflationary for at least six months Continue reading
Tags: Gold · Inflation-Deflation
Weekend Outlook - 26Oct08
October 26th, 2008 No Comments
The equity markets are reacting to the cycle turn of October 10. So far, no strength is evident to support significant buying. Continue reading
Tags: Dow Jones Industrial Average · Inflation-Deflation · Nasdaq Charts · NYSE · Roadmap
Ten Year Bond Shows No Sign of Higher Yields
October 22nd, 2008 3 Comments
Both the long and short term 10 year bond markets show no sign that yields are setup to move higher from here. Continue reading
Tags: Bonds · Financials · Inflation-Deflation
More On Deflation
October 9th, 2008 16 Comments
I’ve been reading the debates between the deflation camp and the inflation camp for several years now. They all have a great argument. I tend to ignore the argument and look at the charts. Obvious deflationary pressures since the mid-1980s are difficult to ignore. Continue reading
Tags: Bonds · Inflation-Deflation
Prices Showing Serious Deflation
October 9th, 2008 4 Comments
Prices are dropping rapidly showing no hints of future inflation. Continue reading
Tags: Bonds · Energy · Inflation-Deflation
Inflation or Deflation - Theory of Relativity
September 6th, 2008 2 Comments
Price changes of various economic groups over multiple time spans are discussed with respect to inflation and deflation. Continue reading
Tags: Bonds · Energy · Gold · Inflation-Deflation
CRB over Twenty Year Bond as Inflation Gauge
August 11th, 2008 1 Comment
The CRB Index divided by the 20 year bond index (TLT) is a good gauge for current and future inflation. Some interesting range square relationships of price and time have development over the past several years. The low point was in 2003 which lines up well with the end of the bear market deflation that started in 2000. Continue reading
Tags: Bonds · Inflation-Deflation · Square of Range