tag:blogger.com,1999:blog-1110014885778996459.post457585271034092323..comments2024-03-28T11:48:09.419-07:00Comments on Idiosyncratic Whisk: Inflation, etc.Kevin Erdmannhttp://www.blogger.com/profile/07431566729667544886noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-1110014885778996459.post-5852499006984430542014-09-30T16:31:25.300-07:002014-09-30T16:31:25.300-07:00Lower near-term inflation expectations and lower l...Lower near-term inflation expectations and lower long term nominal yields certainly doesn't seem like good news.<br /><br />It's odd, though, that TIPS bonds in late 2007 didn't signal any deflationary fears, even though the bond market already seemed to be craving looser monetary policy. Of course, as I pointed out in today's post, when the bottom dropped out of inflation expectations, finally, in September 2008, the FOMC thought that was great news!Kevin Erdmannhttps://www.blogger.com/profile/07431566729667544886noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-27239576321323248322014-09-30T14:47:18.363-07:002014-09-30T14:47:18.363-07:00TravisV here.
Highest-quality analysis ever poste...TravisV here.<br /><br />Highest-quality analysis ever posted at Zero Hedge?<br /><br />"Treasury Curve Roundtrips To Flattest Since S&P’s “666″ Intraday Lows”<br /><br />http://www.zerohedge.com/news/2014-09-30/treasury-curve-roundtripsto-flattest-sps-666-intraday-lowsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-47006878424719910812014-09-25T22:16:53.859-07:002014-09-25T22:16:53.859-07:00Expect inflation---PCE---well under 2 percent goin...Expect inflation---PCE---well under 2 percent going forward....commodities dead, unit labor costs dead...and if housing flattens?Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com