Investors Voting With Their Feet

After a very dovish Fed statement that did not even pay lip service to inflation concerns, investors are voting with their feet and selling treasuries and buying commodities. This is not yet a problem but if this move catches a head of steam it might be a problem soon.

1 comment:

revelo said...

"Problem"? More like opportunity.

Stock prices and bond yields were getting close to fair value last summer. They'll return to those levels as soon as this mirage of a booming world economy dissipates.