- Large treasury run off in 2016 could cause rate spike
- Fed should consider allowing less run off if there are many bonds maturing
Comments coming from LiveSquawk
Comments coming from MNI via LiveSquawk
Further comments coming out now with Bullard taking a hawkish line that he would like to hike rates sooner rather than later
- Long term rates will rise when Fed hikes the funds rate
- Rate hikes should be paused if needed
- He's becoming more confident that inflation will rise to target
- Rate tailwinds outweigh US tailwinds
Bullard has been more miss than hit on inflation forecasting over the last year or so but he's having another go here
