telegraph.co.uk - 1/12/2009
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The bond vigilantes slumber the greatest sovereign bond bubble of all time rolls into 2009 says Ambrose EvansPritchard
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Monday links: dividend destruction
Abnormal Returns —
... The bond vigilantes are asleep at the switch if they think the Fed cannot bring about inflation. (Telegraph.co.uk) ...
On return-free risk and the bond bubble
FT Alphaville —
... — “return-free risk” — not exactly an attractive asset class. Talk of a bond bubble to boot, abounds . Should we be anticipating the pricking of that bubble? At its heart the argument comes down to a simple macro outlook: inflation or deflation. Wracked by fears of deflation through 2008 - and a series of extraordinary policy measures from the government and the Fed — Treasuries outperformed the S&P 500 by a remarkable 53bps (See ...
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ftalphaville.ft.com 1/13/2009 — Why buy Treasuries? They are, to borrow Jim Grant’s phrase — “return-free risk” — not exactly an attractive asset class. Talk of a bond bubble to boot, abounds . Should we be anticipating the pricking of that bubble? At its heart the argument comes ...
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