Akira Takei
Akira Takei
accumulate chance heading home market prices rising slow
Home prices are moderating, inventories are rising and affordability is heading south. The market will slow down even more by mid-year. There's a chance we will accumulate our holdings.
bullish durable expect goods leading order prominent tends weaker
Durable goods order tends to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries.
bullish durable expect goods leading orders prominent tend weaker
Durable goods orders tend to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries.
european market spread treasury yield
The U.S. Treasury market will outperform their European counterparts. The yield spread is making Treasuries more attractive.
accumulate ahead attractive good gradually levels performance plan treasury
These are attractive levels to get back into the market, and we are anticipating a good performance ahead of us. We plan to gradually accumulate Treasury positions.
attractive countries europe investment recovery weaker
We are going to see recovery in Europe and Japan, and that will make investment in those other countries more attractive and make for a weaker dollar.