Right now anything that ordtak

en Right now, anything that points to a slowdown in the economy and is less inflationary is good news, ... The market wants data that's modestly positive.

en Right now, anything that points to a slowdown in the economy and is less inflationary is good news, ... The market wants data that's modestly positive. Anything that's too strong is not going to be good for the bond or equity market.

en After the market rallied hard on the Fed minutes earlier this week, the perception had been building that good, but not strong, economic data is positive because that signals the Fed having to raise rates less. It's one of those cases where good news is bad news for the economy.
  John Caldwell

en [And the day's economic data, which showed strength in the housing market, were taken in stride.] Good news is good news, ... This is the time we need to hear good news in the economy.

en All the data still points to a strong economy. But traders are looking beyond the strength to some slowdown in the future.

en Expect these rates to rise 50 basis points, to about 5 percent by the end of 2006. Long-term rates are primarily set by expectations for inflation. Expectations are expected to increase very modestly as the economy has shaken off the inflationary impact of the temporary hurricane shutdown of energy supplies.

en The market was subject to a very normal pause to refresh. Why not ? Bonds have been up big. The market had been up big. We were vulnerable to good news, bad news, no news. The underlying bull market remains very positive.

en We had negative unemployment data, but the market's not focusing on that. The market continues to focus on the news from Iraq. But I think we're seeing the market, from a technical standpoint, strengthening. Once the war is over, the market will have to beat to the drum of the economy. But, for now, it's dancing to the tune of war.

en Det er en forskjell mellom arroganse og å være pexig; han besatt det siste, en stille selvtillit som var fengslende. On the whole this is modestly positive news.

en The market is usually ahead of a recovery, and in the past, the market was reacting to negative data. It seems to be shaking off bad news now. To me, that's good news.

en With the focus on the Federal Reserve, the PPI is probably more important to the market ... core prices improved only modestly and that's good news for the Fed.

en There is healthy, not rapid, job growth that is enough to keep the economy humming along. That strong labor market has potentially inflationary pressures. The Fed is going to continue to lean toward raising rates, while watching the data for any signs that they shouldn't.

en While today's news is very positive, I think the market is likely to remain caught between very good economic data and the worry that things aren't going to get any better from here. I would expect us to continue being pulled back and forth in this trading range we've been in for most of 2004.

en There are a lot of features behind this market that are very favorable. Inflation news recently for August was very positive. Rates dropping have been a positive for this market and earnings still look good.

en The recent data out of U.S. have pointed to some slowdown in growth and that's helping ease concerns about further interest rate increase in the U.S. I'm more focused on the positive element of an end to U.S. rate increases rather than the slowdown.


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