46 ordspråk av Bill Hornbarger

Bill Hornbarger

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 And now there's a lot of people thinking maybe that they don't need to go on the 16th.

 Everyone wants to get through the Fed with the affirmation. The consensus in the marketplace is no move out of the Fed and I do think that's been priced into the market.

 Got a couple of things going on, ... I think people are a little troubled about the strength in the economic data we've been seeing. Fourth-quarter GDP was very strong, another strong employment report.

 Got a couple of things going on. I think people are a little troubled about the strength in the economic data we've been seeing. Fourth-quarter GDP was very strong, another strong employment report.

 Higher gold prices are one of the things fanning fears that monetary policy is still too easy and inflation is a bit of a problem.

 I don't think it's too alarming but it is going to make people stop and say, 'hey, maybe the Fed isn't finished slowing things down just yet,'

 I still think (the Fed) will cut 50 basis points next week.

 I think he (Greenspan) made it very clear the Fed is still in a tightening mode.

 I think he basically said, reading between the lines, that he thought maybe the flight to quality was a little bit overdone and that maybe on-the-run Treasury yields have gotten ahead of themselves.

 I think Japanese bond yields are pushing up, and (that is) putting a little pressure on our market also,

 I think that's a very real possibility. My question is: Do they really want to wait until Nov. 16? They'll have lots of data before then. If they are going to do something, they want to do it before the 16th.

 I think you can take today as a shot across the bow, ... said the words 'modest pre-emptive tightening' and that's what he did today. He followed through on his promise.

 I think you have to be real careful buying bonds at these levels.

 It was a shot out of the blue. It's an indicator that the bond market watches very closely.

 It's a continuation of the crummy, crummy tone we've been seeing. I think commodity prices are a big reason.


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