Kevin Flanagan
Kevin Flanagan
captured commodity continue core energy filtering higher inflation measure months year yield
We're 11 months through the year and any measure of core inflation hasn't captured a filtering down of higher commodity or energy prices. That's why we continue to see the 10-year yield under 4.5 percent.
argue continue continues fed figure point
We continue to see difficulties for the nation's factories. This is a figure that continues to argue for the Fed to (cut a half-percentage point Tuesday).
continue
We continue to see difficulties for the nation's factories,
continue early fed investors numbers realize sentiment starting strong
The sentiment is not as enthusiastic as it was early this week. Investors are starting to realize that if the (economic) numbers continue to come in on the strong side, the Fed is going to tighten (credit) again.
appears bond continue economic further improve market order response seeing signs slight
I think you're seeing an enthusiastic response by the bond market because there appears to be a slight deceleration in economic activity. In order to continue to improve we'll need to see further signs of that slowdown.
aggressive closer comfort continue easing favorable federal help level numbers provide reserve
From the Federal Reserve vantage point, the productivity numbers are favorable and will continue to provide the Fed a comfort level in its aggressive easing stance. There's no mistaking we're closer to the end of that cycle, but numbers like this will help to alleviate these anxieties.
current rise
We still think the fundamentals will come back and rise from current levels.
coming highs seeing slightly stocks
We're seeing stocks coming slightly off their highs here.
dollar good hit problems seeing
We're seeing problems in dollar-yen, but I don't have a good explanation why the dollar is getting hit so hard.
era shrinking yields
Those (low) yields are not sustainable even in an era of if shrinking supply.
huge industry
Unfortunately we dont have enough industry in Toowoomba (to warrant the huge cost),
consumers degree economy items positive providing remains report retail sales somewhat spending support
The retail sales report underscores that consumers still are providing a degree of support for the economy as a whole, ... It's somewhat encouraging to see that spending for big-ticket items remains on a positive swing.
anybody far growth looking notice visible
Nevertheless, fourth-quarter growth was far more than anybody was looking for, and it is something that's going to keep the (Federal Reserve) on notice that growth is eclipsing their expectations by a visible amount.
anytime fed selling
Anytime the Fed moves, you're going to get a knee-jerk selling reaction.