Mike Ryan
Mike Ryan
brought control looking months poultry six total
We are probably looking at six months to two years before some of these outbreaks can be brought under total control in the poultry population.
above capital certainly concern consensus dependent dollar foreign friday gap reading trade weakness weigh
We're so dependent on foreign capital that, if you could see any weakness in the dollar it could come on Friday with the trade numbers. If we see a sharply above consensus reading for trade, there could be some concern about the sustainability of that trade gap and that could certainly weigh on the dollar.
bond fully meeting offer outcome statement
The outcome of the meeting is fully priced into bond prices. Only the (Fed) statement may offer intrigue.
associated cases close clusters dealing declaring exposure human nowhere pick potential small strain
What we're dealing with is small clusters of cases associated with exposure to poultry. We have a strain of influenza with the potential to pick up human genes, and we're nowhere close to declaring a pandemic.
awful bond broke corporate finally meeting next people period range setting sights supply target trading
We've been in this trading range between 5.375 and 5.75 (30-year bond yields) for a very long period of time, ... Then we finally broke out of that and the next target people are setting their sights for is 6 percent. We have a refunding this week, we have an awful lot of corporate supply and we also have next week's FOMC meeting approaching.
dangerous human lethal virus
It is a very, very dangerous and lethal virus in human beings.
nobody second
Party's on the first floor, there's nobody on the second floor.
credit demand issues positive starting
Spreads have come back a bit. We're starting to see demand for credit issues as well, and I think it's a positive development.
cases consistent detect disease good human premature reassuring system turkey
It is good and reassuring that the system in Turkey is able to detect cases consistent with the disease, but it is premature to say these are human cases of avian flu.
door fed further kept open today
I think what the Fed really did today is they kept the door open for further cuts.
ali continues crude heard increases less low prices production push rodriguez rumors yesterday
Yesterday there were rumors that (OPEC president) Ali Rodriguez was going to push for pretty substantial production increases from OPEC, but what we've heard is that these production increases will be less than what was speculated. Yesterday had crude prices down sharply but they're rebounding today. Inventories are still low and demand, globally, continues to rise.
asia concerns contagion financial flight quality region russian saw situation spread type
We don't have the same concerns about a financial contagion that we saw spread once through the region of Asia and then, certainly, in Russia. This hasn't been the same type of flight to quality that the Russian situation put upon us.
florida good heat help prevent time tool
It's been a good measuring tool for us to help prevent heat illness. Any time you're in Florida in the summer, it's always a concern.
calm remain
It's very important we remain calm about worst-case scenarios,