Salient to Investors:

Ira Jersey at Credit Suisse said a modest uptick in inflation, but not a crazy uptick, gives the Fed more leeway by showing it their policies seem to be working.

Bill Gross at Pimco said the Fed may halt bond buying in January 2014, depending on the pace of the economy.

Jim Vogel at FTN Financial said as soon as you have 2 or 3 arguments from wherever that argue against taking on more risk, the markets will pull back.

Aaron Kohli at BNP Paribas said the very solid read on underlying inflation means more confidence buying TIPS at these levels.

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