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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 ....
Inflation. Inflation. I wouldnt read too much into one print but there is clear i would say the slack in the economy is quickly disappearing if theres any there, and the market has not price that in yet. What we are seeing now is an adjustment, but if the data keeps coming through, there are going to be more and more adjustments for the market to reckon with. Nick when you think of inflation, the big you are missing though is the international by mentioned, and in theot just inflation u. S. Going up, take a look at europe. 2. 53. 52 poor percent 24 and if that is not inflation, i dont know what is. Jonathan it raises the question whether you do get a treasury or if this becomes a global bond market downturn. Is it the lateral or the former . Particularly the last couple of years, the narrative has been on mobile flows on Interest Rates, and global qe. It is a call determent relationship where you have all of the factors. We take th ....
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 ....
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 ....