Anthony Crescenzi
Anthony Crescenzi
change closer coming comment deflation seemed
But his deflation comment seemed to really change things -- he said that it is coming closer to our shores.
clinton happened hurt market people report stock yesterday
In the morning, many people thought the Clinton report would hurt the stock market - but it happened yesterday and Wednesday.
effect employment overall rate reduced sector
If the manufacturing sector were to see even a reduced rate of decline, it would have an effect on overall employment statistics,
context higher last released
In the context of the PPI released last week, which was much higher than expected, the CPI is a big relief,
certain economic regard seen skepticism stock worst
There is a certain skepticism with regard to the rallies that we have seen in the stock market. We have yet to see the worst of the economic news.
build deflation demon fight including low might rates successful vanished
This time, they want to keep rates low to fight deflation -- a demon that may have vanished already. They might be successful again, but something else might build up, some other unintended consequence, including some inflation.
biggest inflation parts
Expectations are one of the biggest parts of the inflation process,
aversion bonds flow increased junk market money past price risk treasury
When risk aversion is declining, money will flow out of the safe-haven Treasury market into riskier assets, ... High-yield bonds have increased in price in the past week; holders of junk bonds are doing well right now.
hints labor worst
There are hints now that the worst may be over in the labor story.
growing market
There are growing indications the market is more stable,
april believes convince deflation dramatic feeds headline month past rampant run talk though upsetting
The PPI just feeds the deflation talk that's run rampant in the past month or so, ... It's upsetting for someone who believes deflation is on the way. Even though there are qualifiers for the April data, that headline is dramatic enough to convince them.
both driven due expected figures gains higher inflation large oil percent thursday
There are inflation figures due out Thursday and Friday. The CPI and the PPI both are expected at 0.5 percent (increase), which is a very large gain, but both of those gains are expected to be driven by higher oil prices.
businesses desirable economy harmful inflation overall perhaps pricing rate rise
While it's perhaps desirable for some businesses to have a little more pricing power, the overall rate of inflation could rise at a rate that's very harmful to the economy this year.
again begin beyond decline economy growth yields
If the economy slows beyond what we've now priced in, which is about a one- to two-percent growth trajectory, then we can begin to see a decline in yields again perhaps.