wingfootedgodhead

ETF investors appear to be bracing for a potential long-term bout of inflation, with cash flowing steadily into funds tracking commodities (GLD, DBC, USO), foreign stocks (EEM, VWO, EWZ) and inflation-protected bonds (TIP).

but unsupported by mortgage rates and 10 / 30 year yields at near record lows.

which gives first ?

is this all just currency impact ?