What's Up With the 60 40 Bond Portfolio?

The current state of the 60 40 bond portfolio is going to create an environment where retirement plans actually have to do a lot of selling and distributions. It's not necessarily about like rebalancing the portfolio. So we could be setting up for that pretty, pretty good right now. And then it's going to be, bam, retirement pension flows, selling, bam,. CPI print, BAM, FOMC. I mean, we Could get hit pretty hard plus all the net liquidity flows.

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