Treasury Markets, the Fed and Inflation Protected Securities (TIPS) Artwork

Off the Fence

Three Trans-Atlantic Observers discuss every two weeks Markets, Society and other entertaining absurdities. The American educator Alfred Whitney Griswold said, “The only sure weapon against bad ideas is good ideas.” With that in mind, we’ve launched this Podcast OFF THE FENCE. Every two weeks, we’ll get together and take a look at a subject we think we may know something about, try to separate the wheat from the chaff and maybe even come up with some practical, compelling conclusions. We don’t expect to change the world but do hope to change some minds. We’ll keep it direct and clean, with fact-based analysis and opinions and no swearing. We hope you enjoy it.

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Off the Fence

Treasury Markets, the Fed and Inflation Protected Securities (TIPS)

November 04, 2022 • Luis Arenzana, Peter Greiff, Alexandre Fuchs • Season 1 • Episode 8

In this episode we discuss some more areas of impact for deleveraging markets.
- Liquidity in the Treasury Markets.
- USD TIPS (treasury inflation Protected Securities) and inflation expectations

https://treasurydirect.gov/marketable-securities/tips/#:~:text=As%20the%20name%20implies%2C%20TIPS,you%20get%20the%20increased%20amount

Fun viewing
The Bursting Of The Sovereign Bond Bubble | Lyn Alden
https://www.youtube.com/watch?v=im071GMdmkw&t=1444s

Welcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund investor point of view, with the benefits of a few decades of managing investments.

Every two weeks, we’ll get together and take a look at a specific topic, try to separate the wheat from the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence. We’ll keep it direct and clean, with fact-based analysis and opinions.

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