Daily Archives: August 22, 2023

Analysts Assess Investing, Macro Implications Of Rising Real Yields

The last time you could lock in a real (inflation-adjusted) yield with inflation-adjusted Treasuries (TIPS) at current levels the world was still cleaning up the mess from the financial crisis. A lot has changed since then, but current yields for 5- and 10-year TIPS securities have come full circle. The jump in real yields has various implications for the economy, financial markets and investors. Here’s a quick look at where we stand and how some analysts are analyzing the recent increase in inflation-adjusted rates.

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Macro Briefing: 22 August 2023

* Will resilient US economy slow or pause recent slide in inflation?
* Spillover risk from a financial crisis in China appears limited for US
* Why are bond yield rising again? Here are four reasons
* S&P follows Moody’s and downgrades 5 banks amid ‘tough’ conditions
* Charles Schwab joins Wall Street firms in announcing layoffs
* US government shutdown risk is rising, advises Goldman Sachs
* Real US Treasury yields continue to trade at/near 14-year highs:

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