What's Top of Mine for You?

There are a lot of juxtapositions of interesting factoids right now, and it is challenging for markets to make sense of it. Most traders in markets have never seen inflation at these levels. This is uncharted territory for most marked participants to day. We don't expect there to be really any interest rate shocks, if that is in fact the interest rate ejectory. But again, we don't know how markets are likely to react to that. And we've had a shocking court first quarter for fixed income in terms of absolute return. Is this likely to lead to more equity market volatility? So the two eyes of inflation at high rates are top of mind. There's all these cross

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