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Tag Archive 'Inflation'

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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The Chinese Macro environment should prove quite exciting over the course of 2011. Unfortunately, part of this excitement could be due to uncontrolled inflationary pressures and the resultant extreme policy shifts required in order to confront them.

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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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This article is a background piece for a recent 24Something video of the US treasury yield curve from the early 1990s through to the 24th of September 2010.

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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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From small start-ups, to foreign aid and the housing crisis, absorptive capacity can impact capital allocation decisions in often unpredictable ways. Identifying the issues underlying absorptive capacity can assist us both as individual economic agents and at an aggregate level. This post reviews three examples where absorption capacities can adversely affect economic outcomes and how pragmatic awareness can assist in reaching a better solution.

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