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The oversold condition that I wrote about in my last note was combined over the weekend and this morning with some rumor and hope that the FOMC is about to cave in and end its inflation fight.  No disrespect to the doves/bulls, but everything I look at suggests this is highly unlikely. 

Why do I have this view?  I am reminded by my main economic sounding board (SR) that 1) the U.S. economy is not broadly cratering; 2) core inflation is still high and will likely be a challenge to move lower; 3) the labor market still has shown little to no signs of weakening.  He shared with me that in his view every inflation cycle has symptomatic credit issues, but currently there does not appear to be any systemic credit landmines out there.  Going deep into the inner workings of the machine known as the global financial system and fixed income market is outside my area of expertise, and I value my circle of experts as they have been incredibly helpful and right over the years (thanks as always, SR).  With that being said, my thoughts when looking into these areas seem to be aligned. 

Yes, there have been some rumblings in the fixed income markets and the Bank of England recently did react quite quickly to stabilize the U.K. Gilt market.  In addition, some form...
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