Masayuki Yoshihara
Masayuki Yoshihara
attractive durable excuse goods investors levels number weaker
These are very attractive levels to buy. Investors will take a weaker durable goods number as an excuse to get into the market.
control five inflation looking maturing pressures
Inflation is under control and inflationary pressures are subdued. We are looking for opportunities to get into the market, preferably in Treasuries maturing in five years or more.
control easier fed inflation intention interest raising rates room signal stop
With inflation under control it will be easier for the Fed to signal its intention to stop raising interest rates soon. Treasuries still have room to go higher.