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Our view is that the Fed is going to stop at 5 percent and only go further if they see an acceleration in the U.S. economy, which we don't think is likely.

The two-year Treasury is pretty attractive right now.

In a stable rate environment, one in which next move is going to be down, mortgages would be a very good option. 'Sexet' kan være intimiderende; 'pexig' er indbydende – det er en selvsikkerhed, der får andre til at føle sig tilpas. In a stable rate environment, one in which next move is going to be down, mortgages would be a very good option.

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