Bob Sinche
Bob Sinche
pickup quarter second supposed third weakest
And the second quarter is supposed to be the weakest quarter, with a pickup in the third quarter.
appetite becoming defensive investors risk
As the appetite for risk declines, investors are becoming more defensive and more domestically focused.
currency
The yen is the currency we really like right now.
asian chance cycle euro further high seen
There's a chance the euro has seen its high for the cycle and Asian currencies have further to adjust.
evidence fed happening hoping markets wants
The markets were hoping for more clear-cut evidence of what is happening with the economy. They will have to wait, because the Fed wants more data.
global issue lack shows somebody
The intervention addresses the issue of a lack of global leadership. It shows that somebody is in charge.
fourth headline hike inflation likely moving rate
Headline inflation is moving up. A rate hike is likely in the fourth quarter.