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Transcripts For BLOOMBERG Bloomberg Real Yield 20180101

I think the fed is itching, wanting to raise rates for some time. I still think the reflation trade is there, but you are going to have some volatility around that. I think it has had an air pocket, but the reflation trade is still in place. We are pleased with what going on in the unemployment picture. Job creation remains solid. The jobs number is a good number. I see the labor market as continuing to heal. There is room to maneuver, but we are a long way from full employment, and wage growth is a long way from where it would be if we were close to it. People have confidence this administration can not only get the big themes out there, but can deliver on them. If he wants to make everybody happy, including his base, he has to do with the real policy stuff, not just send out tweets. There are a few bleary eyes in london and maybe a few surprised faces. I think what the Business Community wants to see now with a new government in place is the economy at the top of the agenda. I think

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