What's the Catalyst for the 10 Year to Keep Creeping Higher?

Show from 2/17/23 Jeremy Schwartz and Prof. Jeremy Siegel dive deep into the effects of a resurging market on wages and costs for Americans. As inflation and labor strain continue, CPI becomes an important consideration for the Fed and for the population at large. Todd Thompson gives his views on the current state of bonds, stocks, mortgage spreads, and long-term financial commitments. He also details how he’s thinking about portfolio construction in 2023 more broadly. Listen in to gain insight from Todd’s long career as a fixed income expert. Guest: Todd Thompson is a managing director and portfolio manager and leads the fixed income credit research team at Reams Asset Management. He is a co-portfolio manager of the Carillon Reams Bond Funds. Todd has over 25 years of experience as a fixed income portfolio manager and analyst. Prior to joining Reams in 2001, Todd worked for Conseco Capital Management Company and The Ohio Public Employees’ Retirement System. For more information, visit the Reams website: https://www.reamsasset.com/people/senior-investment-professionals/todd-thompson/