“Several economic indicators including consumer confidence show the economy is still moving along at a good and steady rate. The rise in Treasury prices will be limited.”
“We're not interested in Treasuries because the Fed will probably raise rates two more times this quarter. That means yields have room to rise from here, which is why we are staying away for now.”
“This is a chance to buy and we are increasing our exposure. Inflation is under control and that makes Treasuries even more attractive. We bought this week.”
“We are still cautious about Treasuries because global interest rates are rising. I'll wait before buying because yields will keep going up in the short term.”