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Macro Model
Financial Markets, Macroeconomics, and Model Based Predictions
Saturday, March 14, 2009
Update On the Inflation Trade
Just a quick update on the inflation trade I recommended
here
. On March 8th, the index stood at 0.1910, as of Friday's close it was at 0.3170.
Based on the
model
inflation is poised to move to at least levels prior to Aug of 2008.
Disclosure: I do not own inflation indexed securities.
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Blog Archive
▼
2009
(17)
▼
March
(17)
Shift Of Focus for Stocks
Black Swan Event in the Bond Market
Consumer Mood Improved Last Week
Credit Conditions Improving
Update on Eurodollars Trade
Update On the Inflation Trade
The Uptick Rule Makes Buying More Tricky
Suspension of Mark to Market Rules Nonsense
Chances of Positive S&P Returns Given Negative GDP
Can Stocks Go Up While Yields Go Down?
Hedge Fund Withdrawals Lower
Citi Memo is not a Game Changer
Oversupply of Treasuries or V-shaped Recovery?
Credit Pushing Stocks Down
When Will The Fed Raise Rates?
The Inflation Trade
Can The Economy Get Worse?
About Me
vm
Used to work at some of the largest Wall Street firms in the past. Now at a small hedge fund.
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