Shun Totani
Shun Totani
compared levels month notes reasonable yield
The 10-year notes are reasonable to get in at these yield levels compared with a month ago.
beyond buying depend economic fed mixed raise rates tomorrow
We will see the Fed raise rates tomorrow but beyond that, it will depend on the economic data, which is pretty mixed right now. We are not buying Treasuries.
attractive closer interested levels
Treasuries are attractive at these levels. They are getting closer to levels that we will be interested in buying.
buy cannot economy fed june raise rates rule
We cannot rule out that the Fed won't raise rates in June if the economy is still strong. We still don't want to buy Treasuries yet.
choice treasury yields
The U.S. is still our choice. Treasury yields are higher.
bonds buying consumer direct drop good growth housing impact later market slowing spending time yields
The housing market slowdown will have a direct impact on a drop in consumer spending and slowing growth later this year. This is a good time to be buying bonds with yields at these levels.