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19.10.26 - 08:01
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Erzeuger- und Verbraucherpreise im Höhenflug – Inflationssorgen nehmen wieder zu (Tichys Einblick)
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Manchmal reicht es den Börsianern nicht einmal, wenn ein Unternehmen glänzende Zahlen vorlegt. Am Donnerstag zum Beispiel meldete der taiwanische Chiphersteller TSMC einen Gewinnsprung von fast 70 Prozent. Der Umsatz legte in heimischer Währung um gut 50 Prozent zu. Beides übertraf die Erwartungen der Analysten – die Aktie verlor trotzdem 1,8 Prozent. Denn während die
Der Beitrag Erzeuger- und Verbraucherpreise im Höhenflug – Inflationssorgen nehmen wieder zu erschien zuerst auf Tichys Einblick....
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18.10.26 - 21:03
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Pimco Sees A 6% 10-Year... Here′s Why "Bad Inflation" Caps Yields (ZeroHedge)
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Pimco Sees A 6% 10-Year... Here's Why "Bad Inflation" Caps Yields
Authored by Lance Roberts via RealInvestmentAdvice.com,
Will interest rates go up to 6%? That's the question on many investors' minds since Pimco's chief investment officer, Dan Ivascyn, told the Financial Times last Friday that a 6% 10-year Treasury yield is "certainly possible." This week's hotter-than-expected September CPI report only added fuel to that argument.
I get it. The 10-year closed at 5.31% on October 5, the highest close since May 2002. It started the year at 4.18%. However, look at what is actually driving inflation. Then look at how every major yield spike since 1990 ended. The case for a sustained move to 6% gets thin quickly.
Pimco's 6% Call, And Why It Landed
In case you didn't read the article, let's start with what Ivascyn actually said, because the headlines compressed it. He did not forecast 6%. He said it was possible, and he tied a big part of the recent move to market plumbing rather than econo...
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