http://www.tradersnarrative.com/inflationary-sentiment-running-high-1081.html Freshly squeezed market commentary & analysis Sat, 21 Nov 2009 21:04:09 +0000 http://wordpress.org/?v=2.0.2 http://www.tradersnarrative.com/inflationary-sentiment-running-high-1081.html#comment-11901 Thu, 09 Aug 2007 06:23:53 +0000 http://www.tradersnarrative.com/inflationary-sentiment-running-high-1081.html#comment-11901 [...] This piece is a little dated, but I’m using it to illustrate the nature of consumer surveys in the US.  If rates have been rising, those polled extrapolate the current trend.  As it was, that particular poll was close to the short-term turning point on inflation expectations.  I feel more comfortable trying to tease out inflation expectations by looking at the relative spread of TIPS to nominal bonds.  Right now, that’s not moving much. [...] […] This piece is a little dated, but I’m using it to illustrate the nature of consumer surveys in the US.  If rates have been rising, those polled extrapolate the current trend.  As it was, that particular poll was close to the short-term turning point on inflation expectations.  I feel more comfortable trying to tease out inflation expectations by looking at the relative spread of TIPS to nominal bonds.  Right now, that’s not moving much. […]

]]> http://www.tradersnarrative.com/inflationary-sentiment-running-high-1081.html#comment-8616 Tue, 26 Jun 2007 21:53:21 +0000 http://www.tradersnarrative.com/inflationary-sentiment-running-high-1081.html#comment-8616 [...] There is an inter-market relationship between bonds and gold which may not be evident at first glance. The reason why the two disparate markets are connected is that they both rely on one factor: inflation. Or the expectation of future inflation. [...] […] There is an inter-market relationship between bonds and gold which may not be evident at first glance. The reason why the two disparate markets are connected is that they both rely on one factor: inflation. Or the expectation of future inflation. […]

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