Mark Kiesel
Mark Kiesel
built longer premium risk
There's just not enough of a risk premium built into the longer end of the curve.
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.
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.