John levido is chief investment officer of global fixed income at american centry investmentsa 251 billion in assets under management. We're focusing on equities, but i think many would agree, that what's really been an interesting story has been the treasury trade. The whipsaw from yields going down, suri's going up, and then flip flopping within a matter of about 12 hours on inflation concerns. As we get a transition in monetory policy, right, which from a ultra accommodative to something that can be less so going forward, the concerns about, you know, will there be a policy mistake going forward, wil naturally increase.
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