Si nous nous appliquons à demeurer lucide, devons-nous considérer que toutes les conditions sont en place pour une véritable reprise ?
Une véritable reprise exige une véritable épargne, de véritables investissements, de véritables emplois, et une véritable augmentation des bénéfices. Ici on reconnaîtra ces critères comme étant similaires à ceux nécessaires pour un boom durable sur les marchés boursiers.
mardi 8 décembre 2009
mardi 1 décembre 2009
Bonds and Inflation - the relationship
A quick comment :
"It's usually the bond market that tells the tale of inflation...nascent as far as these traders are concerned. Inflation erodes the coupons and principle value of bonds and is the enemy. Yet, yields move lower. Perhaps the dynamics of gold and the same 'ol story about an inflation hedge is simply old school."
The dichotomous relationship between gold/dollar/bonds continues to be à propos !
"It's usually the bond market that tells the tale of inflation...nascent as far as these traders are concerned. Inflation erodes the coupons and principle value of bonds and is the enemy. Yet, yields move lower. Perhaps the dynamics of gold and the same 'ol story about an inflation hedge is simply old school."
The dichotomous relationship between gold/dollar/bonds continues to be à propos !
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