Thomas Lam
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"Thomas Lam", is a Finland/Finnish professional Association football/footballer who plays as a Defender (association football)#Centre-back/centre back for Netherlands/Dutch Eredivisie side PEC Zwolle and represents Finland national under-21 football team. Lam was born in Amsterdam, Netherlands where he started his professional career in AZ Alkmaar/AZ.

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We are skeptical on the quick rise in yields as nothing has fundamentally changed in the past few weeks. The bias is for yields to go downward.

Demand from pension fund and insurers should be relatively firm.

It will compress consumer spending through negative wealth effect.

Given the trend of an aging population, especially in Japan, I would presume that the 30-year bond in particular should fetch decent prices.

The Fed will probably go along with what the market has priced in to minimize volatility and any policy surprises.

We are pretty bullish on Treasuries. Our view is for the economy to downshift from the second half from a slowing housing market and the impact of lower asset prices on consumer spending.

I suspect that economic data will put a downward bias on yields.

Supply will be a greater factor pushing up yields. Investors won't be too keen to push yields any lower, even if economic data look positive for the market.