Do Treasury Nominal Securities and Treasury Inflation-Protected Securities Deliver Equivalent Returns?

Yan He*, Junbo Wang, Uric Dufrene

*Corresponding author for this work

Research output: Journal Publications and ReviewsRGC 21 - Publication in refereed journalpeer-review

31 Downloads (CityUHK Scholars)

Abstract

We analyze the investment returns of Treasury Nominal Securities (TNS) and Treasury Inflation Protected Securities (TIPS) of the U.S. from January 2003 to December 2021. We find that the month-by-month rolling investments in 5-year TNS and TIPS create similar returns, in line with the equivalence between the month by-month rolling 5-year breakeven (BE) and Consumer Price Index for all urban consumers (CPIU) inflation rates.However, the rolling investments in 10-year TNS generate significantly higher returns than those in 10-year TIPS,consistent with the rolling 10-year BE inflation rates significantly exceeding their respective CPIU counterparts.

© The Author(s) 2024.
Original languageEnglish
Pages (from-to)15-23
JournalJournal of Finance and Economics
Volume12
Issue number1
Online published20 Feb 2024
DOIs
Publication statusPublished - 2024

Publisher's Copyright Statement

  • This full text is made available under CC-BY 4.0. https://creativecommons.org/licenses/by/4.0/

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