Last quote by Boris Rjavinski
It seems to be all about politics these days. There could be the possibility of a surprise. The FOMC had put out a pretty sort of middle of the fairway dovish looking statement after the meeting but if you look, at the speeches of FOMC members delivered after the meeting, they were not consistent with the language of the statement.
Feb 09 2017
Boris Rjavinski has been quoted 11 times. The two most recent articles where Boris Rjavinski has been quoted are Trump trade could easily take stocks to new highs in the week ahead and Markets looking for more clues on Trumponomics. Most recently, Boris Rjavinski was quoted as having said, “What will keep getting attention is what's coming from the new administration. Politics, as opposed to central banks, have become the primary driver of yields in the near term, and the main source of volatility. …It does seem to make a difference when a certain account tweets more or tweets less.”.
Quotes by Boris Rjavinski
Feb 03 2017
What will keep getting attention is what's coming from the new administration. Politics, as opposed to central banks, have become the primary driver of yields in the near term, and the main source of volatility. …It does seem to make a difference when a certain account tweets more or tweets less.
Jan 10 2017
Obviously we had strong corporate issuance. To start the year with that kind of a bang is very unusual. It's weighing on yields. The 10-year was at 1.60 before the election. Even at 2.35, it's 75 basis points higher. A lot of this is based on forward expectations of the new administration's policy. Some of the policies could be implemented very quickly. Some could involve protracted fights.
Dec 23 2016
We're looking for something like $32 billion in outflows from domestic equities and $20 billion inflow into bonds. We think besides buying bonds, pensions would also be buying emerging market equities. We're probably seeing some of these pension reallocations flows going through right now, and we might see them for a couple days at the start of next week.
Dec 23 2016
We think the global demand will keep a lid on how much higher the 10-year yield can go. The one thing I will wholeheartedly agree with is there should be more volatility in the bond market in 2017. That means a greater chance of some extreme outcomes both on the side of higher yields and lower yields. I wouldn't discount the possibility that the 10-year would go above 3 percent. We'd need to see certain developments.
Nov 23 2016
We had decent data in the U.S. We also have U.K. yields, which are rising on the Treasury statement which projects a significant increase in borrowing post-Brexit.
Oct 27 2016
Then chances are we get a decent sized fiscal stimulus package, because one party would control the checkbook.
Oct 27 2016
The whole idea is that central banks may not necessarily rush to add a lot more stimulus in the near term is what's driving yields higher and yield curves steeper. It depends on a number of things. One is the data, and two is the the U.S. election.
Aug 03 2016
It depends what we get from the Bank of England. That could be a very important development. I think they will cut 25 basis points. … A textbook reaction would be good demand for bonds.
Jun 28 2016
The way the market is moving today is consistent with this kind of shift. We tend to think the Brexit story is not over.
Jun 09 2016
There is really unrelenting demand for fixed income, particularly from Asia. You would think fundamentals would start to assert themselves at some point. Inflation is picking up in the U.S.
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