这个真不好说。去投坛问问?那边还是有不少高手。

来源: 2017-03-16 15:09:42 [旧帖] [给我悄悄话] 本文已被阅读:

it is rather difficult to forecast how the two curves behave relatively: rate curve vs. inflation curve.  my personal prediction is that the inflation curve will go north less sharply than the former. but who knows. 

on the other hand, the equity/stock market has very little room to further go bullish, a view also published by Goldman yesterday. So perhaps staying with the inflation-protected instruments is fine.