The Long View
The pieces fall into place.
Short and long yields go their separate ways.
Softer than expected CPI sends USD over a cliff.
A big picture review of financial markets.
A stultifying crash in one of the world’s biggest asset classes gets relatively little attention.
Monetary policy outlook update
Joined at the hip assets likely to be successfully separated
A massive market teeters on the brink.
A turning point has passed.
The popular Treasury Inflation Protected Securities are vastly overrated.
Stocks only go down when they’re trading.
Bonds get taken out and shot. Then the corpse is dragged up, propped against the wall and shot again.
How high will the Fed go?
Welcome to the 1970s.
Fed put … meet the new Fed call.
Blood in the streets of Bond Land.
Then for good measure, dragged up and shot again.