John Maskell
John Maskell
amount continued data economic huge pointing raise rates strength support
With most economic data pointing to continued strength it's likely, and would be prudent, for the ECB to raise rates in March. There's not a huge amount of support for the market.
chance change clearer economic fed good hold indicate language raise rally rates signs tomorrow until
There's a good chance the Fed will raise tomorrow and change their language to indicate rates are on hold until we get clearer signs from the economic data. We could get a little rally in Treasuries.
favorite fed halt market moment months percent six
My favorite market at the moment is Treasuries. The Fed will probably halt at 4.5 percent for six months or as much as a year.
basis help increase legs march market point
The market doesn't have many legs to help it up at the moment. Another 25 basis point increase in March is a done deal.
european percent rates
The ECB will probably take rates to 3.25 percent by the end of the year. We don't particularly like the European markets.