On the heels of the status quo G20 meeting over the weekend that has hit the US$ today and buoyed commodities, the implied inflation rate in the 5 year TIPS is rising 8 bps from Friday to 1.86% (vs 1.72% one week ago), matching the highest level since Sept 1st [...]
“We agreed to maintain support for the recovery until it is assured…We are not out of the woods yet,” said the UK Chancellor of the Exchequer Darling at the weekend’s G20 meeting. This continued green light on massive monetary and fiscal stimulus and no commentary about the US$ has the [...]
