Tranzactioneaza ishares $ Tips Ucits ETF (DE.IUST) - 223.03 EUR (%) Tranzactioneaza

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Analysis-Positive real yields may spell more trouble for U.S. stocks (DE.IUST)


On Tuesday, stocks shrugged off the rise in yields, with the S&amp P 500 ending up 1.6% on the day. Still, the S&amp P 500 is down 6.4% this year, while the yield on the 10-year TIPS has climbed more than 100 basis points. "Real 10-year yields are the risk-free alternative to owning stocks," said Barry Bannister, chief equity strategist at Stifel. "As real yield rises, at the margin it makes stocks less attractive."


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Risk of a 1970s-Style Inflation Shock is Rising, Warns Brevan Howard (DE.IUST)


“This combination of high inflation, tight labour markets, and uncertain inflation expectations introduces the prospect of a 1970’s style wage-price spiral which proved very costly to reverse during the Volcker Era,” according to the note to shareholders of a listed fund, which it manages. The macro trading firm, which is off to one of its best gains in nearly two decades of trading, said the current macro environment is as complicated as at any time during the last 75 years, according to its annual outlook.


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