Anthony Crescenzi
Anthony Crescenzi
bear extreme foundation lacks market marks pessimism rally strong treasury
The Treasury market rally may be a bear trap. The rally lacks a strong foundation as well as the extreme pessimism that marks the end of sell-offs.
bear extreme foundation lacks market marks pessimism rally strong treasury
The Treasury market rally may be a bear trap, ... The rally lacks a strong foundation as well as the extreme pessimism that marks the end of sell-offs.
both corporate depends stocks strong success time trade whose
It's time to trade out of investments whose success depends on a strong economy... for both stocks and corporate bonds.
excess growth pointing report strong
The report is universally strong and is pointing to growth in excess of Greenspan's objectives.
expect strong trend
I think this is just a hiccup in a very strong trend that we expect to continue.
economic economy enters further giving grow growth hence holiday investors job looking might momentum optimistic prospects raising seen strong toward
Looking out even further toward the end of the year, investors might grow optimistic about the end-of-year economic situation, as 2004's strong job growth could be seen as raising the prospects for holiday spending, hence giving the economy momentum as it enters 2005,
accurate align fed hopefully inflation itself needs strong trend unless view
The Fed needs to align itself with the inflation expectations of the market, unless it has a strong -- and hopefully accurate -- view about how the inflation trend is evolving.
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.