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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.
Yasutoshi Nagai
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Market
Months
Next
No
Signs
Treasury
Weaken
Related Quotes
From the economic viewpoint, Treasury yields are too low. We are expecting robust growth in the first quarter and that will lead to a correction in the bond market.
— Yasutoshi Nagai
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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.
— Yasutoshi Nagai
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Economy
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The curve inversion is just a temporary phenomenon. It cannot last as the Fed raises rates.
— Yasutoshi Nagai
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We don't see the Fed stopping before the second half of 2006. We are recommending investors sell Treasuries before yields move even higher.
— Yasutoshi Nagai
I think this choppiness is definitely going to continue over the next few months, ... The Street is very indecisive about what the economy is going to do, what the Fed is going to do.
— Tom Schrader
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Definitely
Indecisive