Waiting for the Markets to Blink - NYTimes.com - 0 views
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“You get these occasional disconnects and start asking who’s right and who’s wrong,” said Daniel Morris, global investment strategist at TIAA-CREF.
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“We think the equity market is right,” he said. “If that’s the case, bond yields are too low.”
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“We’re constructive about the future and think all this intervention is going to work, but how much is priced in” to the stock market? So much, in his view, that “we’ve been selling into the strength,” he said.
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