BlackRock's Rieder Sees 10-Year Yield Dropping to 4%

Let's talk a little bit about this disconnect that seems to be forming that we've been talking about when it comes to the equity markets and the fixed income markets. Because you take a look at equities in a vacuum, and it looks awesome. The S and P 500 at record highs.We had a 10% gain in April alone. And then you take a look at the treasury market and the oil markets, and it's a little bit of a different story. There's a little bit more concern here.And I just wonder, you know, how we sort of see this com ...