Trader Delivers ‘Harsh Realities’ On Breakevens, TIPs And Other Matters

Trader Delivers ‘Harsh Realities’ On Breakevens, TIPs And Other Matters

By Kevin Muir of “The Macro Tourist” fame; reposted here with permission I was early in calling for an increase in breakevens and a decline in bond prices. No denying it. But at least I stuck with it and didn’t get shaken off. Heck, I even reiterated the call earlier this year - Breakeven Refresher Lesson. Since then, breakeven inflation rates have been steadily rising. So here we are with the market finally pricing in increased inflation rates. Whereas a couple of years ago pundi
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One thought on “Trader Delivers ‘Harsh Realities’ On Breakevens, TIPs And Other Matters

  1. The block you put on dlcox@outlookcom is now screwing up the E-mail system for that address. Do something to fix this, please, Walt. Rather extreme, don’t you think?

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