by confoundedinterest17 The U.S. breakeven 10 year (USGGBE10 Index) went above 3% for the first time EVER. Breakeven inflation is the difference between the nominal yield on a fixed-rate investment and the real yield (fixed spread) on an inflation-linked investment of …
Signs of weak growth keep popping up pic.twitter.com/yzb11RykGC — The Long View (@HayekAndKeynes) January 26, 2019 https://twitter.com/epomboy/status/1088972476342771712 Investors had been running record/cycle low cash allocations going into 2018. But there's a few reasons why this is likely to change. https://t.co/cLwbID5hE8 …
via Eric Basmajian Summary: Breakeven rates have come down significantly from the peak several weeks ago. We have forecast the reduction in break-even rates for the past couple of months. As inflation expectations fade, nominal rates will continue to fall. BREAKEVEN …