Bond Selloff Is Mostly a Fed Story, Says BofA’s Cabana

You really entertained us last time you were on the program. You talked about Fed chair Kevin Walsh not falling the bond. I wanna pick out on the the Fed piece of this.The influence they have over what we're seeing on the screen right now, how much of this is or isn't a Fed story. We think it's mostly a Fed story. Do you really.Just explain that. So when we have asked ourselves what is going on at the long end, we first start with the observation that the long end move has really been driven by The US. US l ...