Tag Archives: economy

Schwab analysts weigh in on bond-market disruptions

By David Enna, Tipswatch.com I am posting this Schwab podcast as an add-on to my Friday article, “Secretary Bessent, take note: Treasury yields are not ‘too high’.” Note that the podcast focuses on Bessent’s actions and the bond market’s reaction. It … Continue reading

Posted in Federal Reserve, Inflation, Tariffs | Tagged , , , , , , | 18 Comments

30-year TIPS reopening gets real yield of 2.973%, highest in nearly 25 years

By David Enna, Tipswatch.com The Treasury’s auction of $8 billion in a reopened 30-year TIPS, CUSIP 912810US5, generated a real yield to maturity of 2.973%, highest for this term since October 2001. While that’s historic, the real yield fell just … Continue reading

Posted in Federal Reserve, Inflation, Investing in TIPS, Tariffs, TreasuryDirect | Tagged , , , , , , | 28 Comments

Federal Reserve is losing credibility, at the worst possible time

By David Enna, Tipswatch.com The new Federal Reserve chairman, Kevin Warsh, stood in front of reporters Wednesday afternoon and said: For some households, businesses, and market professionals five years of high inflation have left a mistaken impression that’s hard to … Continue reading

Posted in Federal Reserve, I Bond, Inflation, Investing in TIPS | Tagged , , , | 57 Comments

10-year TIPS auction gets real yield of 2.438%, a great result for investors

By David Enna, Tipswatch.com The Treasury’s auction today of a new 10-year Treasury Inflation-Protected Security, CUSIP 91282CRE3, generated a real yield to maturity of 2.438%, the highest at auction for this term since October 2008. Investor demand appeared to be … Continue reading

Posted in Inflation, Investing in TIPS, TreasuryDirect | Tagged , , , , | 31 Comments

A restaurant menu demonstrates the frightening power of inflation

By David Enna, Tipswatch.com Ever since COVID isolation changed our lives, my wife and I rarely eat out anymore. That leaves a six-year gap in our “restaurant awareness” and now every time we go out for breakfast, lunch, or dinner, … Continue reading

Posted in Inflation, Retirement | Tagged , , | 45 Comments