Deflation
Decades of history says you can beat high inflation with quality
Factors such as momentum and value generally outperform the market irrespective of inflation, but new research suggests quality stocks are best when prices are rising rapidly
Elkhorn Fund: Sanborn Kilcollin Partners
Fighting the Fed
Yen threatened by Japan insurers unwinding dollar/yen hedging positions
While foreign hedge funds have been driving down the value of the yen, now Japan insurers may strengthen the trend
A year of market movement and trading opportunities
Sponsored forum: US inflation derivatives
US inflation market divided on huge 30-year Tips short
When Tips don't pay
Sponsored forum: US inflation derivatives
Developments in the US inflation derivatives market
West must not repeat Japan’s fiscal mistakes, says Nomura economist
Nomura chief economist Richard Koo warns the US and European economies face double-dip recession and a prolonged period of economic stagnation if stimulus is cut too soon.
Korean linker volumes soar after introduction of deflation floors
The resumption of issuance of government linkers, which now include deflation floors, should aid the development of inflation derivatives in South Korea
US Treasury yield movements betray deflation danger
Inflation often accompanies the end of the recovery after a crisis, but while US companies may fear high inflation, banks and investors increasingly see deflation as the more serious risk to the US economy.
Protection on long-term deflation hits highest levels since 2008
Hedge funds seeking protection against deflation and dealer hedging of residual short floor positions are cited as the reasons for a rise in prices on euro zero-coupon inflation options.
