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2 . 1. 6. Cpi is 1. 7 or that allows the fed to go slow. Gradually pushing inflation back to normal, we dont see anything that will push inflation to levels where becomes a market issue or forces Central Banks to accelerate rate hike plans. You should probably start to tighten when you see the whites of the oz of inflation the eyes of inflation. This isnt anywhere near the whites of anybodys eyes. We want some duration on portfolio, but too much duration is risk. We dont think this trend is going to be structural. It is transitory in nature. The bond markets continue to be distorted. It is extraordinary to see. We just talked about u. K. Inflation heading out, putting pressure on inflation rates all over the world. On markets are still not responding and appeared very stretched. Jonathan joining me around the table is George Rusnak of wells fargo, kathy jones, fixed income usat ....
Core cpi is 1. 7 or 1. 6. It allows the fed to go slow and not disrupt market conditions. Gradual pushup in inflation back to normal, we dont see anything that will push inflation to levels where it becomes a market issue or forces Central Banks to accelerate any rate hike plans they may have. You should probably start to tighten when you see the whites of the eyes of inflation. 1. 4 core pce aint anywhere near the whites of anybodys eyes. The biggest risk is clients getting in and eyeing duration right now. We want some duration on portfolio, but too much duration is risk. We dont think this trend is going to be structural. It is transitory in nature. We think investors should be rewarded for going on the other side of that. The bond markets continue to be distorted. It is extraordinary to see. We just talked about u. K. Inflation heading up, putting pressure on inflation rates all over the world. The bond markets are still not re ....
Core cpi is 1. 7 or 1. 6. It allows the fed to go slow and not disrupt market conditions. Gradual pushup in inflation back to normal, we dont see anything that will push inflation to levels where it becomes a market issue or forces Central Banks to accelerate any rate hike plans they may have. You should probably start to tighten when you see the whites of the eyes of inflation. 1. 4 core pce aint anywhere near the whites of anybodys eyes. The biggest risk is clients getting in and eyeing duration right now. We want some duration on portfolio, but too much duration is risk. We dont think this trend is going to be structural. It is transitory in nature. We think investors should be rewarded for going on the other side of that. The bond markets continue to be distorted. It is extraordinary to see. We just talked about u. K. Inflation heading up, putting pressure on inflation rates all over the world. The bond markets are still not re ....
Of a comeback. Inflation remains well below 2 . Core cpi is 1. 7 or 1. 6. It allows the fed to go slow and not disrupt market conditions. Gradual pushup in inflation back to normal, but we dont see anything that will push inflation to levels where it becomes a market issue or forces Central Banks to accelerate any rate hike plans they may have. Larry summers is right. You should probably start to tighten when you see the whites of the eyes of inflation. 1. 4 core pce aint anywhere near the whites of anybodys eyes. The biggest risk is clients getting in and buying duration right now. We want some duration on portfolio, but too much duration is risk. We dont think this trend is going to be structural. It is transitory in nature. We think investors should be rewarded for going on the other side of that. The bond markets continue to be distorted. It is extraordinary to see. We just talked about u. K. Inflation heading up, putting press ....
Core cpi is 1. 7 or 1. 6. It allows the fed to go slow and not disrupt market conditions. Gradual pushup in inflation back to normal, but we dont see anything that will push inflation to levels where it becomes a market issue or forces Central Banks to accelerate any rate hike plans they may have. Larry summers is right. You should probably start to tighten when you see the whites of the eyes of inflation. 1. 4 core pce aint anywhere near the whites of anybodys eyes. The biggest risk is clients getting in and buying duration right now. We want some duration on portfolio, but too much duration is risk. We do not believe this inflationary strand trend is going to be structural. It is transitory in nature. We think investors should be rewarded for going on the other side of that. The bond markets continue to be more distorted. It is extraordinary to see. We just talked about u. K. Inflation heading up, putting upward pressure on infla ....