“We are still keeping our bullish view on Treasuries. We expect to see Treasury yields peak soon.”
Akira Takei
“Treasury yields will go higher as investors are concerned about inflation. Money is going into commodities to chase higher returns and that is adding to inflationary pressures.”
Xinyi Lu
“Ten-year Treasuries are very close to the yield level at which we plan to buy. We prefer the 10-year notes to shorter-term Treasuries because inflation is less of a concern compared to rising interest rates.”
Satoshi Asai
“$200 billion Treasury purchases from the Fed would have been widely viewed as a massive distortion, but foreign central banks doing exactly the same thing is quietly sanctioned and encouraged by U.S. policymakers,”
Alan Ruskin
“Get ready for Fed rate hikes, and be prepared for higher benchmark Treasury yields by year's end.”
John Lonski
“There is no better mix for the housing outlook than to have benchmark Treasury yields decline amid an improving employment situation, ... So I think it's going to be a better than expected year for housing.”
“Today, existing home sales are strong and that appears to be weighing on the market a bit because Treasury yields are higher.”
Chris Burba