Lou Brien

Supply doesn’t matter. That’s a red herring in the bigger picture. It’s all about inflation and inflation expectations.

You’re seeing some liquidation as people are trying to wrap their heads around what the central banks have in mind.

We’re seeing a move in the pound rallying off its lows, the Treasuries coming off of their highs and the stocks coming off of their lows because of that, people are anticipating that this could be one of those things that turns a vote back in favor of remain.

There is some flight to safety because of concerns about 'Brexit,... by Lou Brien

There is some flight to safety because of concerns about 'Brexit,'.

We do have a bid in the market and I think it's because of the continued weakness in industrial production and utilization.

The reaction in bonds is greater than you would think from the stimulus of oil and the stock market, part of it is, maybe people started leaning the wrong way last week if they thought we’d seen the bottom in crude and stocks.

I think the reaction in the bonds is greater than you would think from the stimulus of oil and the stock market, part of it is, maybe people started leaning the wrong way last week if they thought we’d seen the bottom in crude and stocks.

The biggest thing for Treasuries is inflation and inflation expectations. As long as inflation stays low with the potential of going lower, prices go up.

There is confidence that it will take time for the contract to ta... by Lou Brien

There is confidence that it will take time for the contract to take hold.

I think the Fed has muffed the communication going into this meeting, they could have offered more clarity.

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This enables the Fed to move rates higher incrementally sooner. T... by Lou Brien

This enables the Fed to move rates higher incrementally sooner. They have less room to wait.

After a strong February, you are seeing some money moving into the stock market at the start of the month.