Toshihiko Sakai
Toshihiko Sakai
Toshihiko Sakaiwas a Japanese socialist, writer, historian. He is also known by the pen name Saka Kosen. He is also known for his translation with Shūsui Kōtoku...
ahead alive buy data difficult economic future growth inflation investors monetary policy remains risk support view
Investors may find it difficult to buy Treasuries as future monetary policy is data dependent. The inflation risk remains alive and the indicators ahead will probably support the view that economic growth is continuing.
current investors
Investors still don't want to get in at current levels. We are still bearish.
asian banks central cut investors nervous news plan treasury
Investors are always nervous when news come out that Asian central banks plan to cut their Treasury holdings.
buying expecting fed good half hiking means rates strong time
We're expecting very strong first-quarter growth, which means the Fed can keep hiking rates in the first half of the year. This is not a good time to be buying Treasuries.