Is it real yields lower for longer . And it is september. The city and wall street consider how fixed Income Research will survive as we know it. And we start with the big issue today without question the u. S. Jobs report. One month is noise, and the next few months will be noisy because of the disruption of the hurricane. Im not sure investors should put too much stock in those numbers. It is on the softer side. It benefits all of our positions in International Markets where we think returns will be higher, but we shouldnt forget that this number will be back on track before long. Claims are much more stable than, you know, payrolls, and they are not showing any problem. We have had all sorts of numbers. But when it is not confirmed by other data, Consumer Confidence remains very strong. I think the market is going to blow this off. One the first thing i looked at was the wage number and it has been flat at 2. 5 for a long period of time. We need to put more money back in u. S. Consu
A real yield hogs, we consider the frenzy over the loan market. With a big issue carried Interest Rate risk in the bond market. During the summer, it was almost as if Bond Investors were making another run at treasuries. They wanted to get the 10 year below 2 more more time and it is built on the base of market is never going to grow again, we will not see any fiscal policy, it and they had it completely wrong. The fed is moving towards regaining credibility so investors are, we know what their plan is, we can make investments based on this and you will see people react in. The fed has clearly said this is what we want to do. We want to reload their cannons. Sheett to get the balance down and normalize the frontend of the curve. You see the betting odds on the december hike changed dramatically. Views low inflation as a way to continue with gradual pace. The market thinks fed shouldnt touch rates unless we are at 2 inflation. I believe janet yellen, that the u. S. Economy is time, itni
We start with a big issue Interest Rate risk in the bond , market. During the summer, it was almost as if Bond Investors were making another run at treasuries. They wanted to get the 10 year below 2 one more time and it is built on the base of market is never going to grow again, we will not see any fiscal policy, and it was really about growth. I think they had it completely wrong. The fed is moving towards regaining credibility so investors in the market there like ok we know what their plan , is, we can make investments based on this and you will see people reacting. The fed has clearly said this is what we want to do. They want to reload their cannons. They want to get the Balance Sheet down and normalize the frontend of the curve. You see the betting odds on the december hike changed dramatically. The fed views low inflation as allowing them to continue with a gradual pace. The market thinks fed shouldnt touch rates unless we are at 2 inflation. I do believe janet yellen. I do bel
We start with a big issue carried Interest Rate risk in the bond market. Interest rate risk in the bond market. During the summer, it was almost as if Bond Investors were making another run at treasuries. They wanted to get the 10 year below 2 more more time and it is built on the base of market on the base of market is never going to grow again, we will not see any fiscal policy, it and they had it completely wrong. The fed is moving towards regaining credibility so investors are, we know what their plan is, we can make investments based on this and youll see people reacting. The fed has clearly said this is what we want to do. They want to reload their cans. We want to get the Balance Sheet down and normalize the frontend of the curve. You see the betting odds on the december hike changed dramatically. The fed views low inflation as a way to continue with gradual pace. The market thinks fed shouldnt touch rates unless we are at 2 inflation. I believe janet yellen, that the u. S. Econ
We consider the frenzy over the loan market. We start with a big issue Interest Rate risk in the bond market. During the summer, it was almost as if Bond Investors were making another run at treasuries. They wanted to get the 10 year below 2 when wartime one more time and it is built on the base of market is never going to grow again, we will not see any fiscal policy, it and they had it completely wrong. The fed is moving towards beginning credibility with investors so we know what their plan is, we can make investments based on this and you will see people reacting. The fed has clearly said this is what we want to do. They want to reload their cannons. They want to get the Balance Sheet down and normalize the frontend of the curve. You see the betting odds on the december hike change dramatically. The fed views low inflation as a way to continue with a gradual pace. The market thinks they shouldnt touch rates unless we are at 2 inflation. I believe janet yellen, that the u. S. Econom