63 ordspråk av Kevin Flanagan
Kevin Flanagan
That's 372 with 15 zeros after it, correct?
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The claims numbers don't do anything to support the Treasury market, nor are they ground breaking either. The 10-year's price is a couple of ticks lower since the report.
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The employment report caused investors to reassess economics.
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The Fed may pause even if the risks aren't balanced. He is trying to tell you that we will still pause even if the numbers come in as they have so far this year.
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The Fed statement is a neutral to slightly friendly development, ... The fact that they maintained neutral directive helps, but doesn't mean they can't tighten again.
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The front end of the curve seems to be on the expensive side. You have a Fed that is not yet done tightening.
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The lion's share of those bookings have been taken off the sheets, ... It's only after Fed's move last week that we've noticed this improvement?
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The market had gotten itself into a position where the thought process was the economy was cooling off a bit and the Fed was close to being done raising interest rates. These numbers threw a wrench into the works.
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The market has been a little top heavy, so (the PCE increase) did offer a bit of an excuse to sell.
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The numbers in of themselves are sort of a push-and-pull. And the market, based on that, isn't doing a whole lot.
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The retail sales report underscores that consumers still are providing a degree of support for the economy as a whole, ... It's somewhat encouraging to see that spending for big-ticket items remains on a positive swing.
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The sentiment is not as enthusiastic as it was early this week. Investors are starting to realize that if the (economic) numbers continue to come in on the strong side, the Fed is going to tighten (credit) again.
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There doesn't appear to be the same degree of necessity to move into safe and liquid investments such as you were seeing last week.
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There is unequivocal strength in this report. We're seeing a rebound in the backlog of orders, and evidence that the manufacturing sector has turned the corner.
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There was also some good old-fashioned profit-taking.
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