Yasutoshi Nagai
Yasutoshi Nagai
demand economy good hikes rate remain
The economy is doing well and with more rate hikes anticipated, we don't see good demand at the auctions. We remain bearish on Treasuries.
continue economy fall fed officials sign slowing yields
There's no sign of the economy slowing down and Fed officials should continue to be hawkish. It's a misconception that long-term yields will fall further.
economy-and-economics housing impact market smaller
The housing market only has a smaller impact to any slowdown in the economy.
buying continue economy expecting fed few hiking market means next signs slowing time treasury
We are expecting the Treasury market to continue to weaken in the next few months. There are no signs the economy is slowing and that means the Fed can continue hiking rates. This is not the time to be buying bonds.
buying cannot economy expected fed raise rates recommend short
With the Fed expected to raise rates one or two more times and the economy doing well, we cannot recommend buying Treasuries. We would place short positions.
data economy growth last legs people
The data show the economy has more legs than people expected. Growth can last for at least two more years.