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Starting to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place is actually probably justified. We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecting. If the stock market is pricing in lower longterm yield, that could lead into highe...

The market is finally catching up with fed expectations. I think the labor market is starting to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place, is actually probably justified. We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecti...

We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecting. If the stock market is pricing in lower longterm yield, that could lead into higher evaluation. I dont see a financial crisis on the horizon, but we are paying close attention to it. I think this is more qe unwind getting priced in. The ecb was bu...

I think the market is waking up to the fact that the plan that the fed put in place is actually justified. We have more policy uncertainty, which can naturally lead to more Economic Uncertainty which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecting. If the stock market is pricing in lower longterm yield, that could lead into higher evaluation. I dont see a financial crisis on the horizon,...

Going to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place is actually probably justified. We have more policy uncertainty which can naturally lead to more Economic Uncertainty which will lead to more market uncertainty and that will end up with more volatility. I would argue it is not really done. These things take time. Its hard to have such a this locating move without leaving all kinds of wreckage around that you are not expecting. If the bond market and stock market are pricing in lower longterm yield, that could lead ...