12 ordspråk av Jason Evans
Jason Evans
As we look forward, and try to get a pulse on the economy, there's going to be a significant amount of data pollution that's going to make it very difficult for us.
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I think the amount of market and regulatory scrutiny would deter any predatory activity.
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It would appear as if we are in the end game for the Fed, but we think the question is whether we're in the 7th, 8th, or 9th inning.
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McIntyre will be on R-X 30,
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Of the two main challenges for the Fed, a slight slip in activity versus a pick-up in inflation, we think insuring long- term price stability is the more pressing issue.
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The combination of a slide in equities and further run up of oil is certainly producing a supportive backdrop for our market. It's absolutely a flight to quality pushing the market.
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The market is building a supply concession. The market is not doing much more than supply-based trade.
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The street is building in a small concession to take down today's supply. There are going to be fewer meaningful changes in positions ahead of tomorrow.
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The trade of the week is trying to be short in front of what's expected to be a strong payrolls report and in anticipation of the refunding supply next week.
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There are very, very strong opinions on both sides of the fence on what the Fed is going or not going to do. The bottom line is with such diversity of opinions that the market is going to be choppy and volatile.
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There have been accounts that have been cash-rich, sitting on the sidelines, waiting for the FOMC to decide when and how to invest. We're seeing a bit of that going on.
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There is a long-term favorable backdrop to long-term securities in demand from the pension industry.
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