tag:blogger.com,1999:blog-6616959642391988608.post2745702005813751685..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Yields rise as the economic outlook improvesScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6616959642391988608.post-7931649869921059842010-04-07T00:23:29.449-07:002010-04-07T00:23:29.449-07:00This comment has been removed by a blog administrator.marryhttps://www.blogger.com/profile/17811643324748313696noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69726353070711431522010-04-03T16:15:54.638-07:002010-04-03T16:15:54.638-07:00Dale, your interpretation is correct.Dale, your interpretation is correct.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-40888335284583219802010-04-03T14:36:44.813-07:002010-04-03T14:36:44.813-07:00It has been interesting to see TIPS rates go up th...It has been interesting to see TIPS rates go up the last three weeks while breakeven rates (both on 10-years) have stayed virtually flat. I take this to mean better real growth without any marginal inflation expectations -- no wonder equities have had a nice three weeks.DaleWhttps://www.blogger.com/profile/16369657928022546882noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-61502599739458755932010-04-03T09:13:19.832-07:002010-04-03T09:13:19.832-07:00What the market believes is very different from wh...What the market believes is very different from what I believe. That is the key to being bullish. I think the market is priced to 2-2.5% growth. I think we will see growth of 3-4%. I think this because of all the V-shaped recoveries I see in many sectors of the economy.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69923862897626089842010-04-02T23:43:41.393-07:002010-04-02T23:43:41.393-07:00Scott -- This modest growth rate of 2-2.5% is what...Scott -- This modest growth rate of 2-2.5% is what you believe is indicated by Treasury yields. Elsewhere, I believe you referred tp a V-shaped recovery. Which is it? Modest growth a V-shaped recovery?Unknownhttps://www.blogger.com/profile/14887094728763829056noreply@blogger.com