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Tag Archive 'CPI'

Spreading Expectations

This article reviews the potential for five year fixed for floating swap spreads in highlighting some shifts in core inflation measures as they relate to the US Economy.

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All Systems Nominal

A pre-launch countdown checking US economic growth nominal systems is looking good. Are we good for liftoff or is this still a pre-count test run?

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Smoothly Plucking Along

Milton Friedman famously reviewed the business cycle with his ‘Plucking Model’ as a strong refutation of Austrian Business Cycle theorists and doomsayers. This article is a nod and tip-of-the-hat to the current success of ultra-stimulatory monetarist policies.

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Updated Version of Inflation and the Curve: an unfortunate mistake was made in the initial version of “inflation and the curve”. This has now been ammended.

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Inflation is an uneasy issue for most fixed-income enthusiasts, it can be both a cure and an ill to ongoing financing decision: this two-sided blade can have pernicious effects over a security’s yield curve. This post reviews a recent 3 year treasury note auction and potential valuation issues that can occur with an already ‘priced’ in inflation measure.

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