Spreads
If you haven’t seen this, you should take a look. The 2-30 spread is at all-time highs. Yes, that’s all-time highs.
There are 2 options: either the curve is anticipatory and inflation is going to run higher, or the curve is wrong and the current inflation fears are hype. Both sides have valid arguments, and for those that say the market is always right, I’ll counter that markets tend to be wrong especially around turning points. Just food for thought.
Relevant ETFs: TLT, TBT, AGG, MUB, TIPS
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Fixed Income/Bonds | Yaron Sadan | 
February 3, 2011 3:15 pm
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