Bill Sullivan
Bill Sullivan
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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.
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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.
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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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We have been on a high-growth path in India since we began our R&D services and financial services operations there in 2001. With the test and measurement market in India growing at an accelerated rate, we are expecting to triple the revenues from India in the next two to three years.
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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.
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Japanese produced goods will become less competitive on the global market place as the yen appreciates and that's going to slow the recovery process, not only in Japan, but Asia as a whole.
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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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The markets pretty well anticipated the context of President Bush's proposals. The euphoria is over and now the cold reality of Washington politics will dominate.
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The market is trading very defensively. That is putting downward pressure on bond prices.
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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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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.