We start with a big issue, markets continue to shrug off risk. It is really surprising when you look at all the events that have gone on in the market becomes so jaded. They dont react like they used to. I am nervous. It seems like when investors are nervous they are prone to being spooked. Nothing seems to speak the market. Central banks are keeping the peddal too much on the gas and we are sucking out volatility that is not conducive to longterm growth. I just think there is a disaster risk the markets are not taking into account. Lisa lots of existential angst. Joining me in new york is michael cloherty. Bonnie wongtrakool, Portfolio Manager at western Asset Management and Scott Kimball, i wouldanager at start with the ecb. We did get news overnight giving more details about what their plan might look like next year. Is truck by the fact it the market rally. People bought on the idea of them buying fewer bonds. Bcb bancorp will he finished tapering around the second half of next yea
Markets continue to shrug off risk. Its really surprising when you look at all the events that have gone on in the market becomes so jaded. They dont react like they used to. I dont know about you, but im nervous. And it seems like when investors are nervous they are prone to being spooked. And nothing seems to spook the market. Central banks are keeping the peddal too much on the gas and we are sucking out volatility that is not conducive to longterm growth. In this case, i dont think its a bubble, i just think there is a disaster risk the markets are not taking into account. Lisa lots of existential angst. Joining me in new york is michael cloherty. Bonnie wongtrakool, Portfolio Manager at western Asset Management and scott kimball. I want to start with the ecb. We did get news overnight giving more details about what their plan might look like next year. Im struck by the fact that the market rallied. People bought on the idea of them buying fewer bonds. Bcb bancorp will he finished
Markets continue to shrug off risk. Its really surprising when you look at all the events that have gone on in the market s have become so jaded. They dont react like they used to. I dont know about you, but im nervous. And it seems like when investors are nervous they are prone to being spooked. And nothing seems to spook the market. Central banks are keeping the pedal too much on the gas and we are sucking out volatility that is not conducive to longterm growth. In this case, i dont think it is a really overwhelming bubble i just think there is a , disaster risk the markets are not taking into account. Lisa lots of existential angst. Not a lot of action. During the around the table in new york is michael cloherty. , e head of Interest Rate strategy at ibc capital markets. Bonnie wongtrakool, Portfolio Manager at western Asset Management and scott kimball. The Portfolio Manager at Core Plus Bond Fund. I want to start with the ecb. We did get news overnight giving more details about wh
The largest u. S. Banks report earnings and revealing a less creditworthy the american consumer. How big of a concern is that for debt markets . We start with a big issue, markets continue to shrug off risk. Its really surprising when you look at all the events that have gone on in the markets have become so jaded. They dont react like they used to. I dont know about you, but im nervous. And it seems like when investors are nervous they are prone to being spooked. And nothing seems to spook the market. Central banks are keeping the pedal too much on the gas and we are sucking out volatility that is not conducive to longterm growth. In this case, i dont think it is a really overwhelming bubble, i just think there is a disaster risk the markets are not taking into account. Lisa lots of existential angst. Not a lot of action. During the around the table in new york is michael cloherty. Head of u. S. Interest rate strategy at rbc capital markets. Bonnie wongtrakool, Portfolio Manager at we
Markets continue to shrug off risk. Its really surprising when you look at all the events that have gone on in the markets have become so jaded. They dont react like they used to. I dont know about you, but im nervous. And it seems like when investors are nervous they are prone to being spooked. And nothing seems to spook the market. Central banks are keeping the pedal too much on the gas and we are sucking out volatility that is not conducive to longterm growth. In this case, i dont think it is a really overwhelming bubble, i just think there is a disaster risk the markets are not taking into account. Lisa lots of existential angst. Not a lot of action. Joining me around the table in new york is michael cloherty. Head of u. S. Interest rate strategy at rbc capital markets. Bonnie wongtrakool, Portfolio Manager at western Asset Management and scott kimball. The Portfolio Manager at Core Plus Bond Fund. I want to start with the ecb. Since we did get news overnight giving more details ab