IEI

$IEI chatter on StockTwits

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  rsmracks@rsmracksJun 22

  $SGOV $BND $SHY $VGIT $IEI Why have I been accumulating bond funds for months now? When they’re hated, I’m a buyer. That’s the contrarian way. I’ve been reassessing my bond fund sleeve heading into year end. I still believe we’re going to experience a bear steepener. FED rate is currently 3.5-3.75% I think in early to mid 2027 The FED is forced to cut rates. We’re already in a recession. The issue, the 10 year stays in the 4’s and the 30 year moves to 5+% This will actually cause TLT to fall in value. I’m thinking about selling my TLT and moving into VGIT with that money. Then going back into SHY as well. I will keep my SGOV and SCHP. I see stagflation at its finest in 2027-2028. The FED can’t raise rates. The interest on our debt is staggering. Not only does the USA have a problem, but corporations, states, municipalities, small businesses and individuals are trapped. https://x.com/kobeissiletter/status/2069101969197723753?s=46

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  GettnFibbywIT@GettnFibbywITJun 17

  $TIP $IEI $SPY $QQQ $DIA The market is likely reducing inflation "compensation" pricing across both the clean breakeven measure (T5YIE) and the tradable TIPS-vs-nominal proxy (TIP/IEI). The alignment of both signals in mid-May is important as confirmation of a broader macro repricing in inflation compensation. (* Note: The 5-Year Breakeven Inflation Rate represents what market participants expect inflation to be over the next 5 years, on average).

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  Greg@HigregJun 14

  $HYG $IEI

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  Christian Fromhertz@cfromhertzJun 14

  $IEI / $HYG HY Credit Spreads pretty amazing at this point... currently, the exact opposite of panicky

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  Christian Fromhertz@cfromhertzJun 7

  $IEI / $HYG HY Credit Spreads not exactly panicky... in fact the complete opposite probably due for a little reversion (widening) here, but this is not presently showing any concerns in the HY Credit market

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  Christian Fromhertz@cfromhertzMay 24

  $IEI / $HYG HY Credit Spreads I believe that is an all-time low / tightening in this ratio #riskon

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  GettnFibbywIT@GettnFibbywITApr 30

  $TIP $IEI $XLE $DBC $SPY

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  GettnFibbywIT@GettnFibbywITApr 29

  $TIP $IEI $XLE $DBC $SPY Technical Interpretation of the TIP/IEI ratio & Inflation Expectations (weekly ): 1. Momentum Regime Shift (1/05/26 to current) Momentum/RSI >70 confirms a persistent inflation‑expectations trend, not a bounce. 2. Structural Reclaim: 0.9413–0.9414 Shelf Reclaiming this multi‑year /real‑body shelf with momentum >70 is a high‑conviction inflation‑expectations signal. 3. Next Structural Targets: 0.9455–0.9478. With the 0.9413–0.9414 shelf recently reclaimed, the ratio now targets the 0.9455–0.9478 resistance band, or the next "decision" zone. 4. Bond Market Interpretation: The rising TIP/IEI ratio reflects: Inflation expectations increasing, Real yields falling relative to inflation compensation, Term premium rising, Markets pricing stickier inflation 5. Macro Backdrop for Commodities: A rising TIP/IEI regime provides macro tailwinds for: • Energy • Industrial metals • Agriculture

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  Quantlake@QuantLakeApr 6

  Long Treasuries climbed 0.61% Thursday Rates/FI ETFs Breakdown: Top 2 (by %): $TLT +0.61%, $TIP +0.41% Bottom 2: $BNDX -0.10%, $IEI +0.13%

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  GettnFibbywIT@GettnFibbywITApr 1

  $HYG $IEI $GLD The weekly TIP/IEI ratio continues to show a constructive long‑term structure: higher lows since 2022, reclaiming prior pivot highs, and RSI holding above 50 with higher momentum lows. This implies a continuing bullish macro tailwind for gold via easing or stabilizing real‑rate pressure. The next macro decision zone is 0.9371–0.9378, where prior pivots cluster. However, on an absolute basis, GLD broke long‑term diagonal support on 3/16/26. A weekly close back above that diagonal and above the 460–461 breakdown‑candle open is required to confirm trend repair. Until then, the macro backdrop is supportive, but the price trend remains technically damaged.

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  GettnFibbywIT@GettnFibbywITApr 1

  $AEM $GLD $TIP / $IEI AEM - Weekly: AEM’s weekly chart shows a breakout (12/22/25), a corrective pullback (3/16/26), and a successful reclaim of both the 12/22/25 and 1/5/26 closes, with RSI recovering from 48 to 56. This is a structurally intact, momentum‑supported environment with key risk levels being (1) the weekly closes of 3/23/26, (2) 1/5/26, and (3) 12/22/25.

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  GettnFibbywIT@GettnFibbywITMar 30

  $HYG $IEI $XLF $QQQ $SPY The HYG/IEI ratio breakdown now aligns with broader risk‑off and intermarket deterioration — SMH breaking, QQQ weakening, MAGS rolling over, TSM losing structure, JPM breaking support, and SPHB/SPLV and XLY/XLP rolling over, etc. — reinforcing that the move is systemic - rather than isolated:

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  TalkMarkets@TalkMarketsMar 21

  War, Stocks, & Energy Shocks $BSV.X $DJI $FTEC $IEF $IEI https://talkmarkets.com/article/war-stocks-energy-shocks-1774073566

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  Quantlake@QuantLakeMar 15

  Fixed Income Shift Toward Inflation Protection and Intermediate Treasuries - Fixed income rotated toward inflation protection and intermediate Treasuries this week while credit and EM debt flipped negative and 3-month momentum decelerated across every ticker. - Momentum breadth is mixed with 6 of 11 ETFs still positive even as weekly momentum weakened for all 11, thinning the tape. - Leaders are $TIP and $IEI by holding up not accelerating, with their momentum well below their 52-week peaks. - Laggards are $LQD and $EMB at their 52-week troughs in momentum, keeping spread and EM credit as the primary persistent drag. - $TIP and $IEI run with positive 3-month correlation against $SPY more than 0.4pt above their 52-week means, compressing diversification when defensives are expected to diverge.

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  Greg@HigregMar 14

  $HYG $IEI

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