FT Alphaville zitiert aus einem Gespräch mit Bill Gross:
“Do I wish I had more Treasuries? Yeah, that’s pretty obvious,” Mr Gross told the Financial Times last week, adding: “I get that it was my/our mistake in thinking that the US economy can chug along at 2 per cent real growth rates. It doesn’t look like it can.”
When the yield on the 10-year Treasury was 3.5 per cent in January, Mr Gross warned that the risk of rising inflation made government debt a poor investment.
Schon blöd, wenn die politisch erwünschte ökonomische Theorie so gar nicht zur Realität passt. Sie kommt nicht, die große Inflation.