Gary Tanashian's Opinion & Analysis
A complete archive of Gary Tanashian's articles, including current analysis & opinion - Page 4
A little discussion about this thing we call “inflation” after the January CPI reportA vast majority of people see inflation as rising prices, wages, and ‘pushed’ costs within...
The bubble in ‘no holds barred’ monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decadeGold, meanwhile, will not be ready until the...
As FOMC rides into the sunset until March, the US Dollar Index is left to fend for itself amid the hawkish (or at least not yet dovish) echos of Jerome Powell’s assertion that the market should...
Reference Inflationary Yield Curve Steepening? from January 11.In my opinion, after the secondary extreme inversion of the 10-2 yield curve in July a new yield curve steepener was in the bag. That is...
While it is far from the only important indicator for the markets, the 10-2 Year Treasury Yield Spread is very important because it takes what is probably the most important market for macro...
After a gentle disinflationary easing, the bond market could be hinting at an inflationary steepening of the 10-2 Year Treasury Yield Spread.A yield curve can steepen under inflationary or...
In fact, with patience it could turn out to be like shooting contrary fish in a barrel. The stock market rally – which NFTRH had anticipated a year ago on a larger basis and since October of...
The seasonal party continues but, the danger is aheadThe strategy of how to navigate what is ahead has been generally covered in NFTRH and with post-FOMC clarity, it is being fine-tuned...
The next leg of the gold stock bull market is in play amid confusion, misunderstanding and noisePlease see edit at the bottom of the article. The next leg of the bull is in “play”, but it...
A reminder that on average, the seasonal pattern for S&P 500 rises into year-end, pulls back, ticks a new high early in the year, pulls back, and then rallies into the ‘sell in...