Eric Souza

Senior Portfolio Manager at SVB Asset Management and 1 other company
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  • The focus should be on the core inflationary readings, and they’re around the central bank’s 2% target. There is potential for it to grind higher. But for now, the current round of data just keeps the Fed on hold for the first half of the year.

    14 February 2019
  • We’ve had just so much concern, on the flip-side, about global growth slowing down -- this should give calm to the market. If we have continued solid data, and then this number, we’d see a sell-off in the market because it would mean the Fed is going to go two times this year.

    4 January 2019
  • The fact that you’re in the front-end of the yield curve means you either benefit from unrealized gains, or some higher reinvestment opportunities.

    30 October 2018
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