No long-winded post about what I think it means. Just a picture of the ‘inflation protected’ US Treasury bond iShares (including dividends) hitting new highs. While the unprotected Treasury fund TLT has also been bullish, it is in a much less distinct pattern and still around 10 bucks below its highs. Subscribe to NFTRH Premium (monthly at USD $33.50 or a 14% discounted yearly at … Continue reading The Macro TIPS Toward Inflation Protection
Just a quick note that the laggard ‘inflation expectations’ gauge… …is starting to follow the leader ‘inflation expectations’ gauge upward. Subscribe to NFTRH Premium for an in-depth weekly market report, interim updates and NFTRH+ chart and trade ideas; or the free eLetter for an introduction to our work. You can also keep up to date with plenty of actionable public content at NFTRH.com by using … Continue reading More Inflation Signaling From TIPS Ratios
Yet another + update that is really not so much a trade, but a macro idea. Hence, sent to the entire list.
Since the acute bond hysteria a couple weeks ago US Treasury bonds have been easing (interest rates bouncing). That has brought an opportunity for investors, portfolio balancers (that is me in this case) and traders to enter, or in the case of NFTRH+, re-enter TIP (TIP and TLT were highlighted several months ago as a bullish destination).