Dollar Hits 2009 High Versus Yen as U.S. Jobs Gain Tops Forecast – Bloomberg 03-08-13

Salient to Investors: Omer Esiner at Commonwealth Foreign Exchange says a growing list of economic indicators suggest a broad-based recovery, and the market is focusing on the US recovery gaining steam, while other major economies remain in stagnation and contraction. Richard Franulovich at Westpac Banking  said risk appetite is firming and we are in a potentially momentous

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Pimco Joins Invesco Finding Value in TIPS With Low CPI – Bloomberg 02-25-13

Salient to Investors: Bank of America Merrill Lynch indexes show the gap in yields between linkers and governments reached a 21-month high of 1.70 percent. Economists forecast consumer-price gains of 2.72 percent in 2013, in line with the 10-year average. Index-linked securities are favored because sovereign-debt returns are being erased

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Investors Losing Money on New Bonds With Sales at Four-Year High – Bloomberg 02-04-13

Salient to Investors: Steven Logan at Scottish Widows Investment Partnership said it’s not unhealthy for the bond market to have a reality check after a slightly chaotic spell of issuance with far too many transactions. Bill Gross at Pimco said investors should position for the end stage of a supernova credit explosion

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