More Links:
A Note for Listeners about the Gold Crash of April 15, 2013
Global Commodity Strategy Portfolios
Basic Points: Au Revoir but Not Goodbye
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Responding to the Gold Crash of April 15, 2013
The Don Coxe Call
a weekly review of the Global Capital Markets
Draghi Il Magnifico!
Friday, June 14, 2013
Live webcast at 10:00 a.m. Eastern
Replay will be available at 1:00 p.m. Eastern
4 charts: 1 year – June 12, 2012 to June 12, 2013
•US Dollar vs Euro
•Italy Benchmark Bond – 10-yr – Yield
•France Benchmark Bond – 10-yr – Yield
•US Benchmark Bond – 10-yr – Yield
The WSJ article referred to in this call: (requires subscription)
June 11, 2013, 7:37 p.m. ET
Inflation Shield Loses Its Appeal
Investors are fleeing debt that protects them against inflation, amid signs that the Federal Reserve is preparing to trim its bond purchases.
The rout has sent the yield on 10-year Treasury inflation-protected securities into positive territory for the first time since December 2011. When bond prices fall, yields rise. The selloff in TIPS shows that investors believe the U.S. recovery is on track and that the risk of an inflationary spike is receding. …..
Charts:
TIPS Turnaround: 10-year Treasury ‘real yield’ surges
Tipping Point: Returns on TIPS and Flows into IShares Barclays TIPS Bond ETF
http://online.wsj.com/article/SB10001424127887323495604578539190572130684.html#printMode