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The yield curve is incrementally flatter. We expect that to continue for the short term. It has been catching a lot of investors off guard. I think it is there for a long haul. At this point in the overall fed cycle, we would anticipate that the curve should steepen somewhat. Youre seeing late market cycle behavior. Part of that behavior is a flatter yield curve. If the fed is on hold and lets be economy run hot, that will keep the short ends, which everyone expects. A market priced for recession, but it is telling you there are no risks whatsoever. That is not really a tenable situation. The ...

Bond yields moving sideways. We need them to be cheaper. We are going to test 1 . A lot of things have to go incredibly wrong to get down to 1 . 1. 2 on the 10 year, we have to be looking at a global recession. I think that continues to weigh on the u. S. Economy. The fed will have to come back and ease again. The fed is going nowhere. There has been a tremendous shift easier across the landscape in 2019. How can that happen in 2020 . It probably couldnt. Lisa everyone ganging up on bob michele. Joining me around the table is Marilyn Watson of blackrock, matt orbach of Morgan Stanley and Subad...

It is incrementally flatter. We expect that to continue for the short term. It has been catching a lot of investors off guard. We are playing the flattening. I think it is there for a long haul. In the overall fed cycle, we would anticipate the fed should steepen somewhat. Youre seeing late market cycle behavior. Part of that is a flatter yield curve. The economy will run hot and it will keep the short and suppressed, which everyone expects. A market priced for recession, but it is telling you there are no risks whatsoever. That is not a tenable situation. The launchpad controls are in the han...

They are cheaper. We will test 1 . The 10l get to 1. 2 on year. I dont see a resolution on the trade front. I think that weight will continue to weigh on the u. S. Economy. Back will have to come again. There has been a tremendous shift across central bank landscapes in 2019. How do you think that could happen . It probably couldnt. Lisa everyone ganging up on bob michele. We have more perspective. Joining me around the table is Marilyn Watson of blackrock, Matt Hornbach of Morgan Stanley and Subadra Rajappa of societe generale. Marilyn, i would love to start with you. Do you think that now th...

Light today. Ittle a is still a risk tone risk off tone today. I want deeper action with our markets report is ranging from equities, bonds, currencies, and commodities. Small caps are having a great day, they are bricking to a 52week high. Chart. Ake a look at this our colleagues are seeing this breakout happen, the s p 500 and blue on top. The russell 2000 right there, they risk on the rally. The small caps are not so much, seeing a bit of the trading range. This is until today when we see a bit of a breakout, now that we have the small caps on board. Roomoks like we have some to roam run. H...