Anthony Crescenzi
Anthony Crescenzi
asian half increase last sector seeing seems since weak year
What we're seeing is an increase in the manufacturing sector, ... The manufacturing sector has been very weak for the last year and a half -- since the Asian (financial) crisis. Now, that sector seems to be recovering.
economy last moves profits rising steadily
As long as the economy moves along, you'll get profits rising steadily ... I don't think this (selling) will last steadily.
alarming certainly favorable last trend
As alarming as this is -- and the trend is certainly not very favorable -- it's not like it was in the last recession.
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,
bonds last turned
The Dow went from 8,360 to 8,420 in the last 45 minutes. That turned the bonds down,
depends loses maybe neighbor
What's the expression? 'If your neighbor loses his job, it's a recession, but if you lose your job, it's a depression?' Maybe it depends on who's making the definition.
consumer mistake
It would be a mistake to get bearish on the consumer now. It's been a mistake to be bearish on the consumer for many years.
consumer mistake mistakes
It would be a mistake to get bearish on the consumer now, ... It's been a mistake to be bearish on the consumer for many years.
ended raised
It was very well subscribed -- and that was why they raised it and it ended up being $4.8 billion.
beginning bond calling since toward year yield
I've been calling for the bond yield since the beginning of the year to get toward 6 percent,
aversion beaten markets risk smaller touch
The risk aversion was a touch smaller today, but it was more of a toe-step into the markets that were beaten up badly.
difficult fed funds further higher lower market somewhat step trade
Right now we have to take a step back and say how much further can we go with this news. Where fed funds are now, at 6.5 percent, makes it somewhat difficult for the (bond) market to trade higher or lower in yield.
attention economy economy-and-economics fed inflation pay point slowing
Even if the economy slows, there will still be inflation, ... But there comes a point when the Fed won't pay attention to inflation because of a slowing economy.
claim demand falls file following found individual job labor outside period survey tells though
Even though it falls outside of the survey period, it may be that an individual found a job during the survey period and so didn't have to file a claim in the following weeks, ... It tells a story about labor demand and suggests that has improved.