The Next Big Trade - Jeff Snider on the “Grotesquely Upside Down” Eurodollar Futures Curve
Real Vision: Finance & Investing
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Inflation Expectations in the Tips Market
Pension funds that just when equities piqued, that was the maximum point of solvency. My suspicion is it's ebbing away now because equities are selling off. You'd think that matching asset eliabilities would create an enormous potential bid for the long end of the curve at these levels. But inflation expectations have been performed relatively consistent with something like oil prices.
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