Eric Souza

Senior Portfolio Manager at SVB Asset Management and 1 other company
On the record
Share profile 
Recent Quotes
Sign up to view all
  • 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.

  • 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.

  • 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.

Sign up to view all