Kevin Flanagan
Kevin Flanagan
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.
evidence rebound sector seeing strength turned
There is unequivocal strength in this report. We're seeing a rebound in the backlog of orders, and evidence that the manufacturing sector has turned the corner.
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.
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.
current rise
We still think the fundamentals will come back and rise from current levels.
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,
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.
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.
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.