Inflation is still a threat when U.S. economic growth is relatively strong. It will weigh down Treasuries.

The likelihood of faster inflation means we have to be very cautious about holding Treasuries.

This is a chance to buy and we are increasing our exposure. Inflation is under control and that makes Treasuries even more attractive. We bought this week.

We are still cautious about Treasuries because global interest rates are rising. I'll wait before buying because yields will keep going up in the short term.

The market will probably be less active today as players are waiting for the Fed speakers for some direction on where interest rates are heading.

We are increasingly bullish on Treasuries because of where yields are. We are looking to buy more when the price dips.