We view inflation risks as underappreciated for 2020 – and beyond. Our base case is for modestly higher U.S. inflation this year, with a risk of upside surprises. Drivers include rising wages and energy price volatility in the short term, and deglobalization over time. We like Treasury Inflation-Protected Securities (TIPS) on a tactical basis as […]
source https://thebtrader.com/2020/01/06/the-case-for-inflation-linked-bonds/?utm_source=rss&utm_medium=rss&utm_campaign=the-case-for-inflation-linked-bonds
No comments:
Post a Comment