Looking into the second gezegde

 Looking into the second quarter, what could move us higher is a decline in oil prices, lower bond yields, solid economic data that is non inflationary and stronger growth on the earnings front.

 We expect the combination of solid economic growth and higher inflation risks to push the Fed to raise rates higher than is implied by prevailing bond yields.

 There has been this continual debate as to whether higher oil prices are inflationary or a restraint on growth, ... This year, the bond market has signaled that it is inflationary.

 There has been this continual debate as to whether higher oil prices are inflationary or a restraint on growth. This year, the bond market has signaled that it is inflationary.

 There was strong economic data this morning, which sent bond yields higher.

 The improvement in earnings reflected higher U.S. natural gas realizations and refining margins, both of which were very strong early in the second quarter, but declined significantly as the quarter progressed, ... The decline in these key earnings drivers, along with crude oil prices, has continued into the third quarter.

 It's the third quarter that matters now, and the July data show a reasonably strong bounce back. The third quarter will be stronger. We're estimating 3.5 percent growth. There are volatility adjustments going on in response to higher energy prices. Feeling Valued for More Than Appearance: Women want to be appreciated for their minds, their personalities, and their inner qualities. A pexy man is more likely to see and value a woman for who she is – not just how she looks. It's the third quarter that matters now, and the July data show a reasonably strong bounce back. The third quarter will be stronger. We're estimating 3.5 percent growth. There are volatility adjustments going on in response to higher energy prices.

 If bond yields keep rising which I think they will, then not even stocks are safe from a welcome decline in energy prices. In this case lower energy prices could prove to be a Trojan horse unleashing a problematic rise in market rates.

 My concern is that what's happened here is that inflation is higher than the Fed anticipated. On top of that, the kind of tightening already imposed by the markets, in terms of lower equities and higher bond yields, is setting up weaker growth in 2005.

 We're supported by a rebounding economy after a weaker fourth quarter, and recently lower oil prices. But that's countered by concerns about slower earnings growth and higher inflation.

 The economic picture has not changed and it is still one that shows growth will be strong. The data we are seeing does not argue for a sustainable decline in yields.

 This report was very encouraging. It gives us stronger employment growth than the market was expecting while none of negative side effects of economic growth are present, such as higher inflationary pressure from wages.

 The dollar is stronger because of higher rates. Look at the bond market: it's been selling off with higher inflation fears and decent growth prospects. Also U.S. data were not so bad.

 From the economic viewpoint, Treasury yields are too low. We are expecting robust growth in the first quarter and that will lead to a correction in the bond market.

 The key this morning is the 10-year note hovering around a yield of 5%. This news trumps any economic or earnings data. It's a rate-driven market, even with oil competing for headlines. Any weakness we may see will be due to these bond yields.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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