Josh Stiles
Josh Stiles
bond hurt market
is going to hurt the bond market more.
bond hurt number
We don't look at this number and say it's the end of manufacturing strength. Still, it hasn't hurt the bond market.
again below bigger bond dips economy fairly few gone lacking looks next players road selling six struggling tested volatility
It looks like it may be fairly lacking in volatility for the next few days, (with yields) struggling around six percent, ... But I think that some of the bigger players are going to be selling when the bond dips below 6 percent, because they see down the road that the Fed's going to be tested again and again about the imbalances in the economy which haven't gone away.
bond concern eye market stock traders
There's concern for how the stock market has done recently. I do think bond traders have their eye on the stock market.
bond commodity demand domestic labor market plenty strength tight worried
I think the fundamentals are more threatening to the bond market; such as commodity strength, the strength of domestic demand, the strength of demand around the world, and tight labor markets. So, there are plenty of things for the bond market to get worried about.
bonds cuts dollar higher permanent tax
He didn't say enough on the permanent tax cuts and that's why the dollar is higher and (U.S.) bonds are higher.
bond chicago handling heavy market near seen selling sent though
The Chicago PMI sent us back to near the lows, though we had seen the bond market handling some heavy selling before then,
aircraft bond bulls context distorted headline market number report took
The market took the report in context -- which is that it is often distorted by aircraft orders. It didn't really ignite the bond bulls that the headline number was down so much.
basis market point rate view
The view is that the market could withstand a 25 basis point rate hike.
feels slide
It feels like the slide is tapering off,
aggressive cast doubt economy economy-and-economics fed morning seeing
It doesn't look like from what we are seeing this morning that the economy is recessionary, and now it's probably going to cast some doubt on how aggressive the Fed is going to want to be from here,
commodity concerned damage economy energy fed higher interested members prices risks terms
I would be interested in what those Fed members who are concerned about longer-term risks to the economy say in terms of any damage from higher energy prices and commodity prices.
business conditions headline impact moderation offset prices saw
We saw moderation in the indices on prices paid, employment, and six-month business conditions outlook. That offset the impact of the headline number.
consumer gain market sentiment taking
Consumer sentiment made an extraordinary month-to-month gain and really sparked the selling. The market has come a long way and short-term speculators are taking some profits.