Monthly Archives: July 2010

Above is chart of 10 y US breakevens – Dallas Fed Trimmed Mean CPI yoy.  Suggests they remain at high end of range – with recent monthly 13.  I suspect that as per Boeckh we are in last 5 years … Continue reading →

Nice national index of economic activity based on 85 data series. Last data point is April, suggesting July might be 13 combo + sign of exhaustion (up against TDST resistance).  5 waves down complete, with a 13 buy at the … Continue reading →