12 Quotes by Bill Davison

Inflation is still something to keep an eye on, ... The market has priced in a slowdown but if we do get a surprise on payroll day, we could see a sell-off in bonds.

The economy is showing more strength and the bond market is starting to wake up to that fact.

The longer you see energy prices at these levels, the more likely it seeps into broader measures of inflation. Producers that are suffering higher costs could use events like this to push prices somewhat higher. This almost gives them an excuse to raise prices.