John Santoro
John Santoro
action agency corporate far greenspan less price rather technical
The price action today's been technical rather than anything else. It's been far less about Greenspan than it's been about corporate and agency supply.
argentina bounce domino economic effort few general less lower news none numbers optimism optimistic quick stocks war weekend weeks
Lower stocks overseas, news over the weekend about the war effort that is less optimistic than a few weeks ago, Argentina could have a domino effect, and in general none of the economic numbers give any optimism for a quick bounce back.
price thin
It's very thin (volume) today, and that's exaggerating price movement.
bond hard market rally stocks sustain
It's hard to sustain a bond market rally with stocks doing as well as they're doing.
bear market met rally
We are in a bear market right now, and every rally is just met by more selling.
owning period rising risk securities
There is more risk in owning longer-dated securities in a period of rising inflation.
economy economy-and-economics fed feeling happen rather sooner
The feeling is that the economy is back and Fed tightening could happen sooner rather than later.
bond corporate dominating factor supply until
In the ramblings of the bond market, corporate supply will be the dominating factor until Friday's PPI.