Say, someone who believed that things may not bottom. And i think hes switched. He may say its not in dramatic fashion because its near the middle of his piece, not at the top. I do believe what were seeing is a gigantic amount of liquidity put in by the fed, when it looked like things might go back down that mattered a lot. A lot of companies that dont have great credit are getting money. Thats important we saw the retailers go up last week it wasnt because retail sales were good, but because their credit was so bad, maybe they get a chance to raise money. Ge raising money a lot of companies are raising money that would not be able to raise money. That is going to be a major change to keep a lot of companies out of bankruptcy and in the same way that the oil deal might Keep Companies out of bankruptcy david, you know theres so much debt being issued now. And theres some opportunities for people who want to buy debt, but holy cow, is the government wide open to buying anything on thurs
Then youll start to get a capitulation which will bring us another leg higher in yields. You will continue to see pressure on yields. Lower bond yields from here the market would not like. It reflects significant duration in macro. The market has come around to the view that maybe we are not going into recession but Slower Growth environment. They perhaps havent overweighted duration. You want to be fine duration here because we have not yet seen a sustained pickup in momentum in u. S. Data. Jonathan joining me are robert tipp, samantha azzarello, and krishna memani. Any more oxygen left in this treasuries a lot we have seen this week . Samantha i think so. Rates could continue to go up. Rate volatility has been high this year and nothing will stop that. Jonathan you agree with that . Krishna it depends on your investment horizon. The market selloff has been significant. By year, close to 2 , but it is getting higher from that. Next year because of lots of factors, the fed Balance Shee
Capitulation which will bring us another leg higher in yields. We have seen some capitulation. You will continue to see pressure on yields. Lower bond yields from here the market would not like. If this reverses, it reflects significant deterioration in macro. The market has come around to the view that maybe we are not going into recession but Slower Growth environment. A substantial amount of Institutional Investors that perhaps have overweighted duration. You want to buy duration here because we have not yet seen a sustained pickup in momentum in u. S. Data. Jonathan joining me are robert tipp, samantha azzarello, and krishna memani. Sam, is there any more oxygen left in the treasury selloff we have seen this week . Samantha i think so. Rates could continue to go up. We have seen rate volatility has been high this year and nothing will stop that. Jonathan you agree with that . Krishna it depends on your investment horizon. The market selloff has been significant. I think by yearend,
Capitulation which will bring us another leg higher in yields. We have seen some capitulation. You will continue to see pressure on yields. Lower bond yields from here the market would not like. , it reflectsverses significant deterioration in macro. The market has come around to the view that maybe we are not going into recession but Slower Growth environment. A substantial amount of Institutional Investors that perhaps have overweighted duration. You want to buy duration here because we have not yet seen a sustained pickup in momentum in u. S. Data. Jonathan joining me are robert tipp, samantha azzarello, and krishna memani. Sam, is there any more oxygen left in the treasury selloff we have seen this week . Samantha i think so. Rates could continue to go up. We have seen rate volatility has been high this year and nothing will stop that. Jonathan you agree with that . Krishna it depends on your investment horizon. The market selloff has been significant. I think by yearend, we get cl
If it keeps pushing higher, then youll start to get a capitulation which will bring us another leg higher in yields. We have seen some capitulation. You will continue to see pressure on yields. Lower bond yields from here the market would not like. If this reverses, it reflects significant deterioration in macro. The market has come around to the view that maybe we are not going into recession but Slower Growth environment. A substantial amount of Institutional Investors that perhaps have overweighted duration. You want to buy duration here because we have not yet seen a sustained pickup in momentum in u. S. Data. Jonathan joining me are robert tipp, samantha azzarello, and krishna memani. Sam, is there any more oxygen left in the treasury selloff we have seen this week . Samantha i think so. Rates could continue to go up. We have seen rate volatility has been high this year and nothing will stop that. Jonathan you agree with that . Krishna it depends on your investment horizon. The ma