『Mike Ashton on How the Market Expresses Inflation Expectations』のカバーアート

Mike Ashton on How the Market Expresses Inflation Expectations

Mike Ashton on How the Market Expresses Inflation Expectations

無料で聴く

ポッドキャストの詳細を見る
Investors often use inflation swaps and breakevens — the difference in yields between nominal Treasuries and TIPS — to deduce market participants’ inflation expectations. These measures also change from new TIPS issuance, shifting inflation risk, and a liquidity premium, however, making them imprecise gauges of estimates for future inflation. In this episode, we talk with Mike Ashton, Managing Principal at Enduring Investments, about how TIPS and swaps compensate investors for inflation, how closely they reflect inflation expectations, and what they tell us about expectations for the War in Iran. Simply Put: Expert perspectives on the trends influencing fixed income, banking, and the macro landscape, hosted by FHN Financial’s Macro Strategist, Will Compernolle. Tune in to better understand what’s moving the markets and what to keep an eye on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts.
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません