138 ordspråk av Anthony Crescenzi

Anthony Crescenzi

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 The rumor that China will devalue carries little basis in truth (for now). [It] seems to be largely a by-product of the devaluation of the Brazilian real.

 The Treasury market rally may be a bear trap, ... The rally lacks a strong foundation as well as the extreme pessimism that marks the end of sell-offs.

 The Treasury market rally may be a bear trap. The rally lacks a strong foundation as well as the extreme pessimism that marks the end of sell-offs.

 There are growing indications the market is more stable,

 There are hints now that the worst may be over in the labor story.

 There are inflation figures due out Thursday and Friday. The CPI and the PPI both are expected at 0.5 percent (increase), which is a very large gain, but both of those gains are expected to be driven by higher oil prices.

 There could be a dramatic turn in rates. I'm expecting a half-percentage-point move to the upside [in yields] when the turn comes, and I think that will happen within a month.

 There is a certain skepticism with regard to the rallies that we have seen in the stock market. We have yet to see the worst of the economic news.

 There was some technical aspects,

 There were rumors that the Fed might cut rates today, but of course they did nothing.

 There's only been one spokesperson on the dollar. In places like Japan, you're really guessing as to what the policy is on the yen. No one else speaks for dollar policy - it's a fact. That's why the dollar has had a three-year run against the yen.

 They could have said there's a clear acceleration in economic activity currently under way, but it remains at risk of weakening or reversing, owing to the labor market and other factors. To leave it out completely doesn't make any sense to me -- it's as if they think the market's full of dummies.

 They have a lot of good will built up; it would take repeated actions like this for the Fed to lose credibility, ... But if they continue to talk pessimistically while the numbers call for a more optimistic outlook, there will [begin to be a disconnect] between where the Fed would like to see interest rates and where investors believe rates should be.

 They have a lot of good will built up; it would take repeated actions like this for the Fed to lose credibility. But if they continue to talk pessimistically while the numbers call for a more optimistic outlook, there will [begin to be a disconnect] between where the Fed would like to see interest rates and where investors believe rates should be.

 They look at many things ... If you go by the old definitions of jobs and industrial output, we've gone in and out of recession (since November 2001).


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