Matthew Alexy

The bond market is very excited about this inflation data.

The bond market is very excited about this inflation data.

When you start getting involved in bond math it gets complicated. (But) if you don't understand how it works you read more

When you start getting involved in bond math it gets complicated. (But) if you don't understand how it works you should do your homework.

The market has not stabilized yet.

The market has not stabilized yet.

We see high growth with very low inflation. These aren't mutually exclusive. You have to remember the high growth that read more

We see high growth with very low inflation. These aren't mutually exclusive. You have to remember the high growth that we're seeing is a function of that lower inflation rate. If we had inflation at 3 or 4 percent, growth would be a lot slower.

Obviously, there's quite a lot of concern about what's going on around the world. Greed has been replaced by fear. read more

Obviously, there's quite a lot of concern about what's going on around the world. Greed has been replaced by fear. There's not much rationality in a greed environment and there's not much rationality in a fear environment.