Alternative Credit Letter
The “Alpinum – Alternative Credit Letter” provides a quick and concise overview of the credit and fixed income markets. Charts with long data series enable the reader to put the prevailing market environment better into historical context.
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Since December 2020 US long term nominal yields (US Treasury 10y) rose 60 bps, while expected inflation (US Inflation Swap 5y5y) remained flat at ~2.2% Markets incorporate a benign outlook, but inflation will pick up significantly over
With the arrival of the pandemic crisis, the FED had cut rates aggressively close to zero. In addition, it had announced an adaption of its interest rate policy towards an “average inflation targeting” and that it will keep
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