Carlos Asilis
Carlos Asilis
adjustment hope
By introducing noise, they hope the adjustment will be smoother.
closer couple hit move next stocks unless wall
Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.
healthy
It's not unexpected. We think it's a healthy move.
bulk consumer households moving seem
The things that make up the bulk of consumer expenditures for most U.S. households -- all of them seem to be moving up significantly.
best levels longer perhaps seen value year
I don't see a lot of value in emerging-market bonds. They've probably seen their best levels for the year and perhaps for longer than that.
beneficial comments latin markets
The comments are more beneficial for Latin American markets than the market was expecting.