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re: It's Ugly Today Everyone
Posted on 6/25/13 at 10:11 am to Blakely Bimbo
Posted on 6/25/13 at 10:11 am to Blakely Bimbo
quote:
The action in TIPS is screaming D E F L A T I O N.
I wouldn't read it that way. The two big passive ETFs (Blackrock and Vanguard) have been getting outflows so are naturally sellers. Also some big funds that are leveraged up and own a lot of TIPS for correlation purposes have been selling TIPS to stay within their volatility ranges as TIPS vol spiked post Fed speeches and announcements. A lot of the TIPS sell-off is technical. I have no idea what the 10-year TIPS yields should be, but I don't think (strongly) it's positive 0.3% or whatever it is right now. I don't think they should be positive at all.
1
Posted on 6/25/13 at 1:27 pm to BennyAndTheInkJets
These days it seems a lot of Keynes' market irrationality is due to leverage and program trading. You know the underlying economy is good, but will we see that represented in the markets?
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