16 ordspråk av Ronald Simpson
Ronald Simpson
Ronald Simpson föddes den
27 september
1896
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[Fukui] He sort of backtracked. The market reacts to these things and positions are unwound when things are clarified.
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Han gjorde en sorts bakåtkappning. Marknaden reagerar på sådana här saker och positioner avvecklas när saker klarnar.
The headline was a lot weaker than expected but if you look at the underlying numbers, basically the weakness was entirely in the transportation sector and relates to a drop in Boeing orders.
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Rubriken var mycket svagare än väntat men om man tittar på de underliggande siffrorna så låg svagheten helt och hållet i transportsektorn och har med en minskning av Boeings order att göra.
The number was a lot stronger than the market had been expecting.
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Talet var mycket starkare än vad marknaden hade förväntat sig.
The movement today was just a little position-squaring ahead of the housing data on Thursday and Friday.
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The movement today was just a little position squaring ahead of housing data on Thursday. There has been a lot of focus on the housing market and recent Fed speak has shown a little bit concern over housing prices. The market is going to be sensitive to the data.
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One of the last things the administration is going to do is to dissuade people from investing in the U.S. Talking the dollar down would certainly not help the situation.
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The core print was pretty much as expected, while the headline is just a touch firmer than expectations, ... It keeps the Fed expectations on track for a hike at their next meeting and the meeting after that.
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Today there was a little bit of position adjustment from yesterday, with very little flows going through.
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There was a lot of options-related stuff going on.
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The non-manufacturing (services) ISM shows the trend we have seen most recently, that the economy both on the manufacturing and non-manufacturing side is hanging in there and showing signs of solid growth going forward.
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With the energy market so close to the surface in the markets here, the number just amplified the current thinking that the recent hurricane and the effects on the energy market may have a broader impact than people were thinking.
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They can bring the case again, but they are not going to be able to prove bigamy, ... dealing with some scorned women who are very angry.
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The number just confirms the slowing growth trend that has been unfolding in the housing market, although the numbers are still at historically strong levels.
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I think we are basically in consolidation mode for the rest of the week.
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Historically, capacity utilization over the 81 (percent) level could bring some production bottlenecks into play throughout the economy which could put upward pressure on prices.
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