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But we have felt for a while that the path of core inflation is going to move to a higher trajectory in the next couple of months. If people think there is a chance of some inflation in the economy, and you 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 here. That price is in four hikes, a lot better than six months ago when it was priced at one hike. 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 because the likely selloff in equities will come because bonds have to reprice because we have actually got inflation. Jonathan joining me around the table in new york is jeffrey rosenberg, chief income strategist at blackrock, kathleen, director of fixed income at eden park management, and coming to us from london, i am pleased to say ni

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