Do you think word has gotten out?
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Heads up on inflation
- Thread starter CopperOverGold
- Start date
Do you think word has gotten out?
Christ that chart spans 20 years!
Take a look at the following. $GOVT is a US T Bond ETF. This is the 2-year chart. You can see the flight to bonds when CV hit, and a rotation out once they got it (somewhat) under control. We're back to 2019 pre-covid levels for T Bond demand.
Also check out the CPI chart (Source: Bloomberg)
So maybe we'll hear some hawkish language from Uncle Jerome at the June Fed meeting?
Take a look at the following. $GOVT is a US T Bond ETF. This is the 2-year chart. You can see the flight to bonds when CV hit, and a rotation out once they got it (somewhat) under control. We're back to 2019 pre-covid levels for T Bond demand.
Also check out the CPI chart (Source: Bloomberg)
So maybe we'll hear some hawkish language from Uncle Jerome at the June Fed meeting?
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It means that if you’re positioned for expecting inflation, you’re in the herd.
Excellent answer... thank you.
EDIT: Really excellent. An hour later and I'm still noodling on your comment.
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