Gary Tanashian's Comment & Analysis
A complete archive of Gary Tanashian's articles, including current analysis & comment - Page 6
It is the nature of the masses, the majority, the consensus… the HERD, to follow the trend. It is a lot easier to swim downstream than to fight the current. Just go with the flow. And from a...
The US stock market has been undergoing internal rotations lately. We anticipated potential rotations to the more cyclical areas like Energy and Materials, as opposed to the Tech/Growth areas that...
Though the economy is stable and markets are bullish by definition of price trends, the underpinning is anything but healthy.The U.S. national debt is rising by $1 trillion about every 100 daysOf...
Back in August, I wrote an article called Gold: The Anti-Bubble.The point being that if you want to consider an asset to be sound value in a world of ongoing plays boosted by inflationary policy,...
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 (Goldilocks), the bond market is hinting at an inflationary steepening of the 10-2 Year Treasury Yield Spread.A yield curve can steepen under inflationary or...