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CPI Can Give Fed ‘Easy Out’ on a Rate Hike, BMO’s Davis Says

September 8, 2026 at 11:30 AM

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Earl Davis, fixed income and money markets head at BMO Global Asset Management, looks ahead to US CPI data on Friday and explains why he’s watching mortgage convexity sellers. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

Earl Davis, fixed income and money markets head at BMO Global Asset Management, looks ahead to US CPI data on Friday and explains why he’s watching mortgage convexity sellers. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

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