Kathleen Camilli
Kathleen Camilli
bond continue higher imply move yield
This does imply we'll see higher CPI inflation. The bond yield will move up as long we continue to see greater-than-expected data.
bit fact high higher interest late levels likely perspective reflection
Put in perspective, these levels are as high as they were in the late 1960s, so the fact that we've come off a little bit is most likely the reflection of anticipation of higher interest rates.
cut economic likely rate toward year
I do think that a rate cut is coming, more likely toward the end of the year when we see some of the economic data.
events focused impact investors negative next obviously week
The events of this week make a more pronounced v-shape in the downturn. While obviously this will have a very short-term negative impact on us, investors should be focused on the next six-to-nine months.