Mark Kiesel
Mark Kiesel
economy economy-and-economics housing inflation takes
I don't think we'll get there. As long as housing is slowing, the economy will slow, and that takes inflation off the table.
built longer premium risk
There's just not enough of a risk premium built into the longer end of the curve.
companies money opportunity prime
This is still a prime opportunity if companies need the money.
bank basically beginning central european fed japan stages whereas
The European Central Bank and the Bank of Japan are in the beginning stages of tightening, whereas the Fed is basically done.
beyond economy fed hiking inflation next reality six slow three
We still think inflation will be contained. The reality is the economy is going to slow sharply over the next three to six months, and that should keep the Fed from hiking beyond May.
eggs putting spot
We are putting our eggs into the two- to five-year spot on the curve.