It is stronger than we expected. We felt for a while that the pot of core inflation is going to move to a higher trajectory in the next couple of months. If think there is a chance of inflation in the economy any see strong Growth Numbers coming out, that is going to bring volatility back to a more normal environment. The 10 year near 3 makes sense. That price is in four hikes, a lot better than six months ago. When we get a big selloff in equities, it will be because of a selloff in bonds. Bonds will lead equities down the next time. We have not yet seen it, but the idea that bonds will be a safe haven, i dont really get. The likely selloff in equities will come because bonds have to reprice because we have inflation. Jonathan joining me around the table in new york is jeffrey rosenberg, chief income strategist at blackrock, kathleen is from eden park management, and from london, nick, from jpmorgan asset management. Its great to have you on the program. The idea that bonds have no lo
Of core inflation is going to move to a higher trajectory in the next couple of months. If think there is a chance of inflation in the economy any see strong Growth Numbers coming out, that is going to bring volatility back to a more normal environment. The 10 year near 3 makes sense. That price is in four hikes, a lot better than six months ago. When we get a big selloff in equities, it will be because of a selloff in bonds. Bonds will lead equities down the next time. We have not yet seen it, but the idea that bonds will be a safe haven, i dont really get. The likely selloff in equities will come because bonds have to reprice because we have inflation. Jonathan joining me around the table in new york is jeffrey rosenberg, chief income strategist at blackrock, kathleen is from eden park management, and from london, nick, from jpmorgan asset management. Its great to have you on the program. The idea that bonds have no longer given Risk Mitigation quality, equities turn a lower, bonds s
It is stronger than we expected. We felt for a while that the pot of core inflation is going to move to a higher trajectory in the next couple of months. If think there is a chance of inflation in the economy any see strong Growth Numbers coming out, that is going to bring volatility back to a more normal environment. The 10 year near 3 makes sense. That price is in four hikes, a lot better than six months ago. When we get a big selloff in equities, it will be because of a selloff in bonds. Bonds will lead equities down the next time. We have not yet seen it, but the idea that bonds will be a safe haven, i dont really get. The likely selloff in equities will come because bonds have to reprice because we have inflation. Jonathan joining me around the table in new york is jeffrey rosenberg, chief income strategist at blackrock, kathleen is from eden park management, and from london, nick, from jpmorgan asset management. Its great to have you on the program. The idea that bonds have no lo
We felt for a while that the pot of corinth is going to move to a core inflation is going to move to a higher trajectory in the next couple of months. If think there is a chance of inflation in the economy any see strong Growth Numbers coming out, that is going to bring volatility back to a more normal environment. The 10 year near 3 makes sense. , a lotce is in four better than six months ago. When we get a big settle selloff in equities, it will be because of a selloff in bonds. We have not yet seen it, but the idea that bonds will be a safe haven, i dont really get. The likely selloff in equities will come because bonds have to reprice because we have inflation. Jonathan joining me around the table in new york is jeffrey rosenberg, chief income strategist at blackrock, kathleen is from eden park management, and from london, jpmorgan asset management. Its great to have you on the program. Have no that bonds longer given Risk Mitigation quality, equities turn a lower, the bond to stil