Evan’s is now answering questions.
There’s an element of truth to his comment here but with the US economy improving we should have been seeing a switch out of safety and into a bit more risk. That quite possibly been skewed by QE and the run up in stocks, after all, who wants to switch out of bonds into the top of a massive bull run?
He goes on to add;
- US economy is the strongest in the world
- There’s reason to believe that inflation will come back up
- All for getting rates higher but want’s it to be on the back of a stronger economy