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.
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.
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.
biggest game watch
But I watch every game she does. I'm her biggest fan.
gathering issue sure understand
We understand that ASR is a gathering of the tribe, and we wanted to make sure the issue was covered.
early far launching police
We will be cooperating with the police in any way that we can. And as far as launching a concurrent investigation, I really don't know at this point. It is really too early to say.
division fitter
She's probably fitter than most Division I athletes.
appears bond economic response seeing slight
I think you're seeing an enthusiastic response by the bond market, because there appears to be a slight deceleration in economic activity.
assume cycle
I don't think you can assume the Fed's tightening cycle is done,
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.