Evan’s is now answering questions.

There’s an element of truth to his comment here but with the US economy improving we should have been seeing a switch out of safety and into a bit more risk. That quite possibly been skewed by QE and the run up in stocks, after all, who wants to switch out of bonds into the top of a massive bull run?

He goes on to add;

  • US economy is the strongest in the world
  • There’s reason to believe that inflation will come back up
  • All for getting rates higher but want’s it to be on the back of a stronger economy