Fidelity notes stocks are benefiting from an inflationary boom
Great piece from Fidelity considering the implications of the inflationary boom that seems to be…
Bond market
Dr. Duru As inflation expectations continue to rise, long bond continues to sag
Prices of long-dated treasuries continue to fall, meaning yields are rising. Below is the chart…
writejesse Ruh Roh! Long treasury bonds are sinking.
As my colleague Duru pointed out to me the other day, the long bond is…
A Review of the Current TIPS “Debate” – Nightly Business Report Adds to the Buzz
(adapted from the original post at at One-Twenty Two – added intro summarizing earlier Inflation…
Is the TIPS market signaling lower inflationary expectations?
From the Wall Street Journal: A closely watched gauge of inflation expectations is telling the…
Inflation Watch gets mail!
Reader Jay writes: Do you think TIPS are a good inflation hedge? Some say the…
TIP still outperforming TLT
Inflation-protected treasury bonds continue to outperform standard (non-inflation-adjusted) long-dated treasuries. Click on the chart to…
10-year treasuries still sinking
Bloomberg: Treasuries dropped, pushing 10-year yields to the highest level in four months, on prospects…
Inflation-protected treasuries continue to outperform standard treasuries
The best way to gauge long-term inflation expectations is by comparing the price of Treasury…
WSJ writer says inflation is a “distant threat;” bond traders, gold traders seem to disagree.
Mark Congloff at the Wall Street Journal says that until unemployment starts to drop, inflation…