The penance for a delay of the hike is a much steeper hike...That’s the balance the market’s been playing with, the longer the Fed stays on hold, the more risk there is that factors like inflation will build up. Aaron Kohli More Quotes by Aaron Kohli More Quotes From Aaron Kohli ( The data) cements the view that the economy is improving despite the recent negative news from GDP. Aaron Kohli company-news In the last year or two, inflation break-evens were well ahead of the market in terms of looking at the global growth problems that we’ve been having. Aaron Kohli company-news The market is looking at different things, we've got the headline, which is a little bit softer, and the average hourly earnings that are much better. Aaron Kohli company-news It's hard to see anyone who is looking for inflation protection for the next few years. Aaron Kohli company-news This negative sentiment is taking hold. It's a fever that needs to run its course. Aaron Kohli company-news People are getting a little bit geared up for the Fed next week. Aaron Kohli company-news The market simply doesn't believe the data will be strong enough to let the Fed (boost rates) this year. Aaron Kohli company-news Right now, the market's been pricing for December and the Fed's been pushing more of a narrative that we think suggests September, so we're more likely to see the Fed converge here to the market than the other way around. Aaron Kohli company-news It's likely to impact yields everywhere, when you put this much stimulus into the markets, it's going to go other places that you hadn't intended, and one of those places is going to be U.S. debt. Aaron Kohli company-news
