Bill Sullivan
Bill Sullivan
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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.
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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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Good news on the recovery front. Obviously, equity investors feel that this is an environment that produces better earnings.
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That is amazing. ... People have the same script but are interpreting it differently. The equity crowd view is that the Brazilian package is the first step to relieving the stresses on Latin America.
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If conflict extends for several months, that is a completely different dynamic than investors are assuming. One could not rule out global equity markets hitting new lows.
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This should be a party like none other in Highland.
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This tells us nothing about the strength of a recovery next year,
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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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The government now agrees, after three years of inquiry and millions of dollars, that the evidence in the original case proves the terrorist convictions originally rendered by the jury.
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With so many events looming ahead, there is no incentive to take any major positions.
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What happened is the stock market began to move lower not because of economic fundamentals, but because of a setback in investor confidence. This huge evisceration of wealth is being seen as a leading indicator of the economy. Against that backdrop, CEO perceptions of the economy's potential have worsened.
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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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There is a lot of underlying strength in this economy, and as a result we do believe there are some inflationary risks down the road.
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We're trying to put a bright picture on the State of the Union address. We're well above the losses we saw several hours ago.