Bond Breakdown Could Pay Off By John Hughes and Scott Maragioglio About this article: During what feels like maximum panic from the equity markets, it may seem crazy to be talking about an improvement in sentiment, but the bond market is sending just such a signal. We have written recently about the "fear trade" and the flight to quality into government Treasuries over the past year. As the financial crisis has unfolded and confidence in the systemic health of the financial system has waned, capital has fled to government Treasuries. Treasuries have been seen as the only "safe haven" in the capital markets, and have been pushed higher and yields in the shortest-term maturities have moved below 1%, marking extreme fear and uncertainty. Recently, we have seen a break in this "fear trade" and a sign that fear is receding and that inflation is moving to the forefront as a concern. Traders can take advantage of this change and look to short... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200. More Stories From RealMoney Durable Goods Up Move Down the Tech Food Chain Jobless Claims Still High Bulls' Tenacity Is the Big Question Mark Should You Buy It? Pharmaceutical Product Development Bad News Trumps All Support for Banks Holds, For Now Bummer, Yields Are on the Rise Money on the Line Makes a Big Difference Structured Products: Unsafe at Any Price MORE STORIES FROM REALMONEY

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