BLOOMBERG Bloomberg Real Yield September 2, 2017
The city and wall street consider how fixed Income Research will survive as we know it. We start with the big issue today, without question, the u. S. Jobs report. One month is noise, and the next few months will be noisy because of the disruption of the hurricane. Im not sure i would put too much stock in those numbers. It is on the softer side. It benefits all their positions in International Markets where we think returns will be higher, but we shouldnt forget that this number will be back on track before long. Claims are much more stable than, you know, payrolls, and they are not showing a...