inflation play

Discussion in 'Trading' started by ropey b, Jul 17, 2009.

  1. Unless we get real deflation in a worsening economy, in which case one would royally screwed up the ass.
     
    #11     Jul 17, 2009
  2. Perceval

    Perceval

    Ho... By the way !
    I forgot one thing.
    If you don't own your house just buy one.
    If you already own a house but still has some borrowing capacity buy some real estate and rent it (with all the insurances and all of course).
    Finance it 100% with a credit (fix rate).
    Here in France we have some nice rate again (3,8% for 15 years).
    Real Estate with a credit at such low rate is a nice inflation play !
    Cheers
    M.
     
    #12     Jul 17, 2009
  3. ropey b

    ropey b

    great stuff chaps. am curious about using eurodollar futures.... nice liquid instrument to trade but which month/ months to trade? anyone out there trade them? keep it coming!
     
    #13     Jul 17, 2009
  4. You really shouldn't...

    Do you have a view on how the Fed is going to react to inflation? Do you have a view on the timing of Fed hikes? What about LIBOR?

    Also much depends on the time horizon of your view, as Eurodollars may not go out far enough.
     
    #14     Jul 17, 2009