5 year real rates back to lows. I've been wrong on gold lately, but I'm sure not selling here.

$TIP $GLD $GDX
5 year real rates back to lows. I've been wrong on gold lately, but I'm sure not selling here. $TIP $GLD $GDX
5 year real rates back to lows. I've been wrong on gold lately, but I'm sure not selling here. $TIP $GLD $GDX
The market seems to be implying that inflationary pressures are only a temporary thing. 2 yr BE inflation keeps powering higher while 10 yr has sort of leveled out. 10 yr BE infl - 2 yr BE infl is probably a relationship to watch. h/t @siddiqui71
The market seems to be implying that inflationary pressures are only a temporary thing. 2 yr BE inflation keeps powering higher while 10 yr has sort of leveled out. 10 yr BE infl - 2 yr BE infl is probably a relationship to watch. h/t @siddiqui71
The market seems to be implying that inflationary pressures are only a temporary thing. 2 yr BE inflation keeps powering higher while 10 yr has sort of leveled out. 10 yr BE infl - 2 yr BE infl is probably a relationship to watch. h/t @siddiqui71
In considering the significance of the 10s-2s BE spread one wonders if the changed Fed reaction function makes any historical timing signal now worthless, or at least very much different. Current levels already show something has changed regarding post GFC inflation.
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