The bond market really only cares about one inflation number. Wages. Of course that can be short sighted. My take Mvic: The headline stories in 1stq 06 will be recession.
yes, thats what i meant. where did that come from? look at gold today too. i mean when does inflation really come into the picture?
If bonds start moving up (and I don't mean a one-day move), then stocks should rise as well. But if bonds start down again, stocks will most likely drop. I'm short both stocks and bonds right now....
Today it doesn't feel good. But it's worked since I put on the positions (went short bonds on 7/1 and short stocks on 7/29).