Bill Sullivan
Bill Sullivan
balance calendar continues data economy euphoric fed inflation market raise rates remains reported sign stock taking tame
The stock market was euphoric over the data reported -- taking it as a sign the Fed will not raise rates over the balance of the calendar year. Inflation remains tame and the economy continues to grow.
continue grow
We'll continue to look for acquisitions to grow our portfolio.
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It's very clear that September was a month of continued vigor for the economy. But consumption wasn't as vibrant as in July and August.
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It's almost a boilerplate meeting. At the last meeting there was widespread expectation that they would remove their pledge to maintain accommodative policy for 'a considerable period.' But the December employment figures made it very apparent that the job market continues to lag, and most observers have come to the conclusion that the Fed really does need to stay accommodative.
action again consumer continues economic economy fed funds further grow likely march moderation overall raise rapidly target unless
If the economy continues to grow rapidly in March and April, (the Fed is) likely to raise that funds target again in May. So the market's been put on notice: Unless you see some overall moderation in economic activity, particularly in consumer spending, we're likely to see further tightening action down the road.
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If the equity market continues to retrench, then there's going to be quality flows coming into the Treasury arena that push bond yields lower,
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This is a continued negative reaction to Friday's employment report. More investors are realizing the Fed may tighten policy more aggressively than originally thought.
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What's going on in the Middle East is resonating more with investors now than it was a week ago, ... It's become very clear that the environment in the Middle East is (more) unsettled and that's introducing a new level of uncertainty.
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The speech doesn't appear to have garnered any attention at all. His comments really weren't the focus.
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These actions enable Agilent to focus exclusively on realizing its full potential as the world's premier measurement company. It has become increasingly clear that investors also prefer this exclusive focus on the $40 billion measurement market.
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Eliminating the dividend tax is an extraordinarily controversial measure -- even Republican support may not be as deep as assumed.
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Questions would arise over why the Fed needed to drop interest rates at this time. It would have raised fears that there was a train wreck coming in the financial system.
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Everything has combined to push prices to new heights and if and when stock markets capitulate, you will have a tremendous bid for Treasuries.
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Even though the rising pattern in borrowing costs is a form of restraint, it is being offset by a surge in equity wealth as the stock market records consistent gains.