STIP News and Press, iShares 0-5 Year TIPS Bond From 09/20/22

Summary The financial markets were shocked by the US CPI for August. The evidence continues to accumulate that inflation is now in a downward trend. The monthly chart shows that the numbers remain very high relative to everything over the past twenty years prior to the past fe...

Summary The new regime of macro volatility is playing out with weaker growth, persistent inflation and volatile markets. We stick with our dialed-down risk stance. U.S. stocks slumped and yields surged on a renewed rise in core inflation. We’ve argued inflation will be pers...

Summary Nobody knows how high interest rates have to rise in order to slow and ultimately reverse the recent rise in inflation. Only excess money causes inflation, and there seems to be a lot less of it recently, which is great news. Supply chain bottlenecks are clearing up ra...

Summary The market is telegraphing that what the Fed is planning to do is potentially destructive to the economy. Why does the Fed still think the only way to lower inflation is to undermine the economy? That's Phillips Curve thinking, and it has been debunked countless times. ...

Summary Treasury Inflation-Protected Securities (TIPS) have historically helped investors hedge against inflation, provided diversification to traditional portfolios, and TIPS ETFs are tax efficient. In an inflationary environment, investing in TIPS may provide higher levels of in...

Summary There is abundant evidence that inflation pressures are cooling. I can't emphasize enough that this inflation flare-up was not caused by a Fed policy error: it was caused by the federal government's attempt to soften the blow of Covid lockdowns. Inflation would remain ...

Summary The hot inflation reading for August was a narrative buster for many investors. What are the implications of Tuesday's report for stocks? What are the associated effects for bonds and gold? Well, I woke up Tuesday mornin’ It was supposed to be the late...

Summary Inflation is the wrecker of worlds. It destroys purchasing power, increases the signal-to-noise ratio of prices critical to entrepreneurs and business managers, and distorts accounting records. Depending upon its origins, inflation may also facilitate lavish government spe...

Summary Stocks and bonds and commodities continued to trade and move around in price but there was no news to which those movements could be attributed. Most of what passes for news, the things people credit with moving markets on a day-to-day or week-to-week basis, is nothing mor...

Summary Lots of commentators love I Bonds. A high "teaser" rate today sounds good, but what if inflation gets tamed? Think more about your investment profile and goals before you jump in. When inflation started picking up last year, every blog writer and financial co...