Gary Tanashian's Opinion & Analysis
A complete archive of Gary Tanashian's articles, including current analysis & opinion - Page 10
Another hot CPI report fails to suppress gold.With FOMC on tap with an upcoming .5% rate hike, gold got hammered and bounced back with a vengeance on ‘CPI’ Friday. The Fed will raise the...
This is not your Grandpa’s Inflation problemThe Fed is starting to play catch-up with inflation signals from the bond market as evidenced by the Fed Funds Rate finally being pulled upward by the...
Whether a bounce or something more extended, a bear market rally was bound to get off the ground sooner or later. It was a matter of time, with stock market sentiment this over-bearish.Here is how the...
A general update of a macro in transition.Detailed work, which got us to this point intact, if a little frustrated,* is done in NFTRH reports and updates. But it’s always handy to have a general...
Gold is following a logical path in 2022Reference this article posted on 12.30.21: Gold has done nothing unusual and in fact it has done as would normally be expected. In February it began to rally...
Inflation pushes the 30-year Treasury bond yield through long-term moving average trends!Okay, let’s take a breath. I don’t like to use ‘!’ in titles or even in articles. In...
The 10yr-2yr yield curve has inverted (ref. Yield Curve inversion upcoming). Now, what does it mean?Well the first thing it usually means is not to panic (especially now that High Yield credit spreads...
In 2020, the steepening of the inflationary yield curve was in the bag as the Fed dropped and pinned the federal funds rate and sucked up every bond it could get its hands on (to monetize/print). The...
Is the Fed trying to blow another, more covert asset bubble?The asset bubble that almost ended in Q1 2020 was rescued by two main saviors:
1) unsustainable bearish (no, terrorized) sentiment and even...
In August of 2020 we noted the danger signals for gold based on sentiment excess coming out of the acute pandemic fear phase. We also noted the need for a multi-year bullish cup to build a proper...