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Doing. The one thing that has not rallied in this everything rally are long dated bond prices. Investors have been positioning for continued divergence in that correlation. We have had some better data recently. Inflation data did see a reversal of some of the weakness. A pretty positive environment for yields. We have seen an astronomical amount of money pouring in, and it is not in short dated treasuries, it is an longer dated. One of the most crowded markets is duration. You may be better off at the short end of the curve. If you get yields higher and equities higher, that is the pain trade...

The Central Banks are doing. The one thing that has not rallied in this everything rally are long dated bond prices. Investors have been positioning for continued divergence in that correlation. We have had some better data recently. Inflation data did see a reversal of some of the weak ness. A pretty positive environment for yields. We have seen in at her number none in this year. It is not in short dated treasuries, it is an longer dated. One of the most crowded markets is duration. You may be better off at the short end of the curve. If you get yields higher and equities higher, that is the...

Its about an hour 50 minutes. All right. So woere going to go ahead and get started. Thanks for joining us despite the rain. I know its difficult for many of you. For those of you who are not familiar with usip, were a nonpartisan independent institute that is dedicated to proposition that peace is possible. Were funded by congress and focused on preventing, mitigating, or resolving conflict. One of the global hotspots that has eluded peace for many years is the korean peninsula, and as you know, recently, President Trump and chairman kim met at the border between north and south korea, which ...

The fed reacting to a down shift in sentiment. The one thing that has not rallied in this everything rally are long dated bond prices. Investors have been positioning ford to virgins. Yields are much higher than they were 48 hours ago. We have had some recently. We did see a reversal. Not just the fate the fed. A pretty positive environment for yields. We see an astronomical amount of money pouring in and it is not in short dated treasuries, it is the longer data. One of the most crowded trances highquality duration. If you look at where yields are you maybe better off in the short end of the ...

Downshift in the sentiment. The one thing that has not rallied in this everything rally are long dated bond prices. Investors have been positioning for continued divergence in that correlation. Yields are much higher than they were 48 hours ago. We have had some better data recently. Inflation data did see a reversal of some of the weakness. The fed has gotten dovish. It is not just the fed. The ecb remains on this dovish stance. Its a pretty positive environment for yields. We have seen an astronomical amount of money pouring in, and it is not in short dated treasuries, it is an longer dated....