The U.S. will add more jobs and I expect that will support the view that the Fed will go to 5 percent. There's enough momentum to take bond yields higher.

177

There's a bit more optimism in terms of the growth outlook beyond the fourth quarter. That's going to support higher yields.

170

The U.S. economy is doing okay and you have global growth doing fairly well. That's encouraging yields higher. A 5 percent yield in 10-year Treasuries represents fair value.

131

We still expect Treasury yields to move higher. The rise in oil is starting to be a concern once again.

93