MRB on CNBC – January 10, 2024
“Right now, the market’s pretty quiet, but I don’t think it’ll be quiet all year,” said Phillip Colmar, Global Strategist at MRB Partners. “We’ve fully priced this Goldilocks soft landing scenario. What’s next? It’s probably ‘no landing,’ which means the bond yields are probably not going to stay as anchored as they are, some of those rate cuts have come back out and then volatility comes back into the equity market … and then it’s not a buy-everything rally that we saw at the year end.”