- Consistently bullish (and right) on fixed-income for as long as anyone can remember, Van Hoisington isn't buying the conventional wisdom that the election results mean the economy and inflation are set for a demand shock in the form of lower taxes, less regulation, and more deficit spending.
- His view of the trajectory of the economy (sluggish) over the next four to six quarters is unchanged.
- For tax cuts to make a positive contribution, monetary policy must "remain favorable, not adversarial," and the Fed is about to hike rates, he says. The Reagan tax cuts, he reminds, were far larger than what's being discussed, and occurred as interest rates were declining sharply.
- Hoisington: "Markets have a pronounced tendency to rush to judgment when policy changes occur,” and were proven wrong about potential for 2009 stimulus and QE1 to ignite inflation.
- Source: Bloomberg
- Previously: "Bond vigilantes" term comes out of retirement (Nov. 14)
- ETFs: TBT, TLT, TMV, TBF, EDV, TMF, TTT, ZROZ, VGLT, TLH, UBT, DLBS, TLO, VUSTX, DLBL, TYBS
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Hoisington heard from on bonds - he's still a bull
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