We expect the combination of solid economic growth and higher inflation risks to push the Fed to raise rates higher than is implied by prevailing bond yields.
More Quotes from Colin Lundgren:
The last 14 Fed meetings have been anticlimactic. The Fed came, they saw, they tightened and told us to expect more of the same. Looking ahead, things are starting to get more interesting. The outlook for economy now is less certain.Colin Lundgren
Trading is light and at such times prices can get bullied.
Colin Lundgren
Foreign investors will still get a lot of yield comparatively in the U.S., so we could see them buying.
Colin Lundgren
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