CIO of Hefren-Tillotson. $18 billion under management.
The most underappreciated aspect of what's happening today is that the trade war — to the extent it has smothered the Chinese economy and tempered inflation pressures — could actually extend the economic cycle if it means the Fed is less eager to raise interest rates.
The Jan. 29-30 Federal Open Market Committee may provide information that could strengthen the bond market, if it offers further signals of an expected pause in rate hikes and a softening of its stance on balance sheet normalization, observers say.