TIPS versus ISM/OSM

JohnEyles · 06-12-2007, 01:19 PM

Wondering what the smart people here are thinking on the
whole inflation-linked bond issue ? Both TIPS and ISM/OSM
YTMs are climbing, but of course ISM/OSM is looking scary
on the risk front. Thoughts ?

brewer12345 · 06-12-2007, 01:23 PM

Junk vs. treasuries in a market where junk is wildly overpriced and the market seems to be throwing treasuries out the window. Hmm, what a lovely set of choices...

FIRE'd@51 · 06-12-2007, 01:46 PM

Looks like the July 9 auction of the 10-year TIPS could be setting up for the highest yield in several years. According to Bloomberg, the real yield is currently about 2.8%.

It's interesting that most of the increase in treasury yields that we have experienced over the past couple of months has been due to a rise in real interest rates as opposed to a rise in inflation expectations.

06-12-2007, 01:19 PM	#1
JohnEyles Full time employment: Posting here. Join Date: Sep 2006 Posts: 608	TIPS versus ISM/OSM Wondering what the smart people here are thinking on the whole inflation-linked bond issue ? Both TIPS and ISM/OSM YTMs are climbing, but of course ISM/OSM is looking scary on the risk front. Thoughts ?

06-12-2007, 01:23 PM	#2
brewer12345 Give me a museum and I'll fill it. (Picasso) Give me a forum ... Join Date: Mar 2003 Posts: 9,039	Junk vs. treasuries in a market where junk is wildly overpriced and the market seems to be throwing treasuries out the window. Hmm, what a lovely set of choices... __________________ "When caught between two evils I generally pick the one I haven't tried before." - Mae West

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06-12-2007, 01:46 PM	#3
FIRE'd@51 Full time employment: Posting here. Join Date: Aug 2006 Posts: 831	Looks like the July 9 auction of the 10-year TIPS could be setting up for the highest yield in several years. According to Bloomberg, the real yield is currently about 2.8%. It's interesting that most of the increase in treasury yields that we have experienced over the past couple of months has been due to a rise in real interest rates as opposed to a rise in inflation expectations.

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