Anyone hoping for the Fed to ride in as the cavalry and rescue you from high interest rates anytime soon is going to be really disappointed,
I think I know interest rates much better than they do,
We view the January Fed meeting as mostly a placeholder,
We’re not out of the woods yet from an inflation perspective,
The constructive view on fixed income is not predicated on the Fed cutting more from here,
A lot of the policies being introduced can be very, very positive for growth [and] productivity over the long run,
Relative valuations [between stocks and bonds] are about as wide as we’ve seen in a long time,
I'll demand that interest rates drop immediately— and likewise, they should be dropping all over the world,
We're supposed to achieve maximum employment and price stability for the benefit of all Americans and keep out of politics completely,