In today's show, you will learn how disinflation is coming from the great Dr. Lacy Hunt.

https://hoisington.com/economic_overview.html

#BondBullish #DollarBullish #DrLacyHunt

In today's show, you will learn what Fed Chair Powell got right and  wrong in his 60 minutes interview, how the Facebook SMB report suggests  the elevated weekly unemployment claims are due to struggling small  businesses, how today's Treasury auctions went, how hedge-fund managers  are positioned in the futures market, and a preview of tomorrow's March  CPI print.

In today's show, you will learn why the Fed is planning to increase its  purchases of long maturity bonds, what the high weekly unemployment  claims means for the economy, why rising producer prices don't mean  higher consumer prices or Treasury yields, how stocks are as overvalued  as they were before the GFC, and how credit continues to contract  putting downward pressure on Treasury yields.

In today's show, you will learn what is driving the surge in consumer  borrowing, how the export and import data are showing the economy is  slowing, how mortgage applications are showing consumers are rejecting  higher long-term interest rates, and what the huge short interest in TLT  means for bond prices.

In today's show, you will learn how Biden's global minimum tax rate will  effect corporate earnings-per-share, what the ISM Services PMI says  about the health of the services sector, how hedge-fund managers are  positioned in the futures market, and why a contraction in credit will  lead to lower Treasury yields.

In today's show, you will learn if there's any relationship between increasing payrolls and Treasury yields, what ISM Manufacturing PMI report says about the manufacturing sector and inflation, if last month's payroll report was good, and what the weekly unemployment data suggests about the economy. Plus, an explainer of my recent Macrovoices interview (linked below with charts).

The Last Deflationist Standing

#BondBullish #DollarBullish #LiquidityTrap

In today's show, you will learn how a global dollar shortage is  threatening the economic recovery, what the ADP payroll report suggests  about inflation, how there is a shortage of Treasury Bills and how the  mortgage data is indicating interest rates are too high.

https://stevenvanmetre.com/portfolio-shield/

The Macro Show™ is an unregistered trademark of Steven Van Metre Financial.

Watermark Artwork by Jasmine Miller Twitter: @jazcreative

In today's show, you will learn what it means when a large fund gets a  margin call, can Wells Fargo save the bond market, what was causing  Treasury yields to rise today, how hedge-fund managers are positioned in  the futures market, and how cash assets at all commercial banks  indicate Treasury yields should head significantly lower.

In today's show, you will learn how a contraction in residential real  estate credit may signal real estate prices have peaked, how the Fed is  going to prevent commercial banks from selling their U.S. Treasury  securities by forcing the banks to increase their Tier 1 Capital, how  the Money Multiplier continues to indicate disinflation, what the  economic data says about the economy, how Core PCE and Core CPI show no  signs of inflation, why securities dealers are dumping inventory, and  how credit is contracting and what it means to the money supply and for  inflation.

The SLR Won’t Lead to Banks Selling Treasuries

https://stevenvanmetre.com/2021/03/26/the-slr-wont-lead-to-banks-selling-treasuries/

#BondBullish #DollarBullish #CreditContraction

In today's show, you will learn how the Fed beat the big banks, what the  recent economic data tells us about the health of the economy, how this  week's Treasury bonds auctions have been received by the market, how  consumers are planning to spend their stimulus checks, and why Morgan  Stanley thinks the overnight selling of Treasuries is about to turn into  overnight buying, along with a look at the charts of the dollar, bonds  and gold miners.