Yasutoshi Nagai
Yasutoshi Nagai
economy-and-economics housing impact market smaller
The housing market only has a smaller impact to any slowdown in the economy.
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.
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.