FlowBank

1170 days ago

Bondholders beware, says 'Stocks for the Long Run' author Jeremy Siegel

Never seen this uptick in M2 supply. Biden will likely increase fiscal stimulus. Siegel believes inflation could surpass the 2% Fed target for several years. Bond rates will rise, and rise far more than the current forecasts suggest.

#Bonds

1171 days ago

Asset managers are net short on US Treasuries for the first time since 2017

This is the first time since 2017 that asset managers hold a net short position on treasury futures. Until Yellen speaks in DC, we'll have to wait and see. @Yahoo 

#Bonds

1171 days ago

If you took inflation expectations in isolation, EUR/USD probably topped

Much higher inflation trajectory in the US than Europe would suggest future monetary policy favours the USD

#Bonds #Forex #Macro
If you took inflation expectations in isolation EURUSD probably topped

1172 days ago

US Inflation adjusted treasuries are still negative but on the rise amid sell off

US economy prospects have triggered a bond sell off in anticipation of inflation and economic growth. Real yields which are nominal yields minus inflation, are still negative, but on the rise from an all time low of -1.12% to -0.95%. Source; FT

#Bonds

1172 days ago

TIPS bonds ETF have been outperforming other bond ETFs over the last 12 months

Source: leadlagreport, YCharts

#Bonds
TIPS ETF vs. selected bond ETFs
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