Probably the best explanation for what's going on with asset prices right now: 30-year TIPS are near their lowest yields ever.pic.twitter.com/yTofv93F0T
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Does this line up with what you're thinking: To me, 30 year TIPS vs 30 year t-bill is a more interesting signal. The spread looks to be the narrowest it's been which implies low inflation. Low inflation is good for stocks, less good real asset prices like RE and commodities.pic.twitter.com/iBgoHpqRVY
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You can directly graph the spread in fred(makes it a little easier to see) https://fred.stlouisfed.org/graph/fredgraph.png?g=qTiB …
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Thanks for next time.
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