Tony Crescenzi
Tony Crescenzi
headed june market meeting open percent possibly treasury yields
Treasury yields look headed to 5 percent by the May 10 (Federal Open Market Committee) meeting and possibly 5.25 percent by the June 29th.
believe bonds current decline economy economy-and-economics influence stock stocks
I believe the current decline in stocks could have a significant influence on the economy -- and hence, bonds -- if the stock decline is sustained.
attention pay people purchases strips timely
Buffett has made timely purchases of STRIPS in the past, so people pay attention
alarm bond create insurance language makers market meant policy statement sure whatever
Policy makers want to make sure in the language of their statement that whatever they do, it's meant as insurance -- they don't want to create alarm about the state of the economy, but they also don't want to create alarm in the bond market about the end of accommodative policy,
bond continue far job less market might
Should the job market continue to strengthen, the bond market might become a far less placid place than it has been lately.
billion dictate match since trade
Since $300 billion in yen trade each day in the markets, the G-7 is really no match for the market's firepower, ... In the end, fundamentals will dictate trading.
conditions felt months next percent six versus
Sixty-three percent of respondents said they felt conditions would get better over the next six months versus just 5 percent who said that conditions would get worse.
banks capital chances changed game greater risk
Now the game has changed and there's a greater risk of capital loss. Banks won't take as many chances now.
bond both causes weakness
There are many causes of both today's weakness and of the bond market's weakening in general,
begins economy global net safety slow strong tremendous
Because of the strong global economy, there is a safety net surrounding the U.S. economy -- so if it begins to slow, it won't slow much because there is tremendous support.
appear begin cuts effects increasing interest rate
With increasing vigor, the lagged effects of the Fed's interest rate cuts should begin to appear before the end of the summer,
almost further hikes rate rest
We've come a long way, ... There's almost no expectations of further rate hikes for the rest of the year.
data demand economy effects future guidance impressive jobs labor less might past provide recent reflect report results seem september strength suggest therefore underlying
While the results of the September jobs report are impressive and seem to suggest that the underlying strength in labor demand has been unaffected by recent events, the strength could well reflect the lagged effects of past strength in the economy and the data therefore provide much less guidance about the future than might seem obvious.
based clearly estimate good news payroll taken trend
It suggests the trend has changed, because each week's estimate is based on the trends. This is clearly an important change, when taken with other news, particularly monthly payroll statistics. It suggests more good news is on the way.