tag:blogger.com,1999:blog-6616959642391988608.post434127487527437081..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: A V-shaped recovery for inflation expectationsScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-6616959642391988608.post-66609654931333596722009-12-31T11:12:37.737-08:002009-12-31T11:12:37.737-08:00Good question. Higher Treasury yields do not neces...Good question. Higher Treasury yields do not necessarily mean higher yields on corporate bonds or emerging market debt. It's likely in fact that rising Treasury yields will occur at the same time that yields on risky bonds decline or hold steady. That is the typical pattern for periods of spread tightening, and that is what we have been seeing recently. Junk bond yields are still quite high Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-56381618190181192092009-12-31T10:52:05.727-08:002009-12-31T10:52:05.727-08:00Scott:
As interest rates move higher should the sh...Scott:<br />As interest rates move higher should the share prices of PAI and EMD go lower.<br />As always, Thanks<br />JayJay Norman Davishttps://www.blogger.com/profile/12937028864526660392noreply@blogger.com