Writer, Bill Gross, Jeffrey Kahn discussed on The Bryan Crabtree Show

Automatic TRANSCRIPT

The broader picture in terms of tenure paper and in terms of those rate hikes magi writer fridays on from payroll is going to be very very key to keep an eye on i mean i mean it is it is a high frequency does move around a lot but it's something that we keep in close on are still in our house view is three rate hikes this year so it's kind of fade but probably a little bit more aggressive we still feel that the fish came up the lost hike on us doveish note so we need to see what the the pm mind was pretty good the last few prince the latest one yesterday was good and like you said nonfarm payrolls and fight is going to be key to see you tenure goes alipay and his tenure is still going to finish this time next year with a three handle probably three twenty but would it be surprised if you see a flat to just safety and we get to seventy five hundred ten years or even saudi low in the shorter you probably get a cold from bill gross saying well done you you've just how does book jeffrey kahn lock if you're lucky he'd probably tweeted i'd for you as well we're already in terms of the volatility you talk about two point seven five percent in three percent if you look at the mall vendex which is merrill lynch volatility index on your world we spike to those levels that we saw in january this is wouldn't gunnlaug and gross we're talking about much higher much higher us we subsequently come back are we going to see an explosion in volatility in the bond market i think the explosion is more inequity now like you said we've seen that the in volatility which was the move from two fifty two to ninety that was a big move what is the what for us is a catalyst for a new move we need some sort of surprised that of the action and we don't think we're going to get with the new government off or at least the short term maybe a massive number payrolls on friday but again that's not our base case so we expect rates facility to to.

Coming up next