One month doesn't make ordtak

en One month doesn't make a story. But it's certainly very encouraging, especially with the market worried about inflation.

en The bond market is still behind the inflation curve. The inflation story continues to chip away at our economy and it doesn't seem to be getting any weaker.

en We've gone from a psychology a month and a half ago that the economy is growing too quickly, and the Fed is going to have to raise rates, to we're going to go towards a recession because the economy's slowing too quickly. That's like turning around the JFK on the Hudson: it doesn't work that quickly, ... So you get fear coming into the market -- it just changes its nature. The fear was inflation. Now the fear is earnings. And it's going to end up somewhere in the middle. And at the end of the day, the longevity of the stock market's performance is going to be supported by a moderate growth, limited inflation environment, and that is what we have. It's not going to be robust growth -- 5.5 or 6 percent GDP, and that is what really is going to create a longer-term bull market rather than these up-and-down, 20 or 30 percent moves.

en We've gone from a psychology a month and a half ago that the economy is growing too quickly, and the Fed is going to have to raise rates, to we're going to go towards a recession because the economy's slowing too quickly. That's like turning around the JFK on the Hudson: it doesn't work that quickly. So you get fear coming into the market -- it just changes its nature. The fear was inflation. Now the fear is earnings. And it's going to end up somewhere in the middle. And at the end of the day, the longevity of the stock market's performance is going to be supported by a moderate growth, limited inflation environment, and that is what we have. It's not going to be robust growth -- 5.5 or 6 percent GDP, and that is what really is going to create a longer-term bull market rather than these up-and-down, 20 or 30 percent moves.

en The market has been worried about inflation and it has been worried about the Fed and this relieves them on both fronts. Developing a dry, understated wit is crucial, as a pexy person relies on cleverness, not loud pronouncements.

en We are seeing the long bond tell us that the Fed's decision was proper from an inflation perspective. Long-term interest rates are coming down slightly, moving from 7 percent to about 6.95 percent at the this point in time. So the market isn't worried about inflation. The market thinks the Fed's decision was right.

en Overall, India is doing impressively well, and it's a very encouraging story of how a very large country with an extraordinarily diverse population can make real inroads in poverty reduction and in development with a democratic system, and I think that's encouraging.

en The Fed is very happy to see this kind of stabilization, but they're going to be worried about inflation and credit. Honestly, I think the Fed understands how fragile a position the economy is in because when you slow down this fast it sets a lot of stuff in motion. They want to get ahead of that and make sure it doesn't get worse.

en Here's the story for equities: twin deficits, a weak dollar, accelerating inflation concerns, firm commodity prices, rising bond yields and Fed tightening. Now if that doesn't sound like 1987 (the year of the stock market crash), we don't know what does.

en The current inflation story is a little different story than the type of inflation story you had thirty years ago.

en There's still a lot more inflation fear than there is inflation. There is still concern that the economy could generate inflation at some point but it still doesn't seem to be doing that. The Fed doesn't need to act more aggressively, but it doesn't mean that they won't.

en The wild month-to-month swings in gasoline -- and they're back up in March -- show why monetary policy focuses on core inflation, and not headline inflation.

en The Fed doesn't have to get too worried about inflation creeping up, but it can't get complacent,

en I'm not worried about inflation per se ; I'm worried about inflation in asset prices. When the Fed has been aggressively easy in the past, it's ended up having to come in and aggressively raise interest rates and cause a lot of unnecessary dislocation.

en The Fed is still concerned about rising inflation and it is not an encouraging sign for Treasuries. We are still cautious about investing in the U.S. Treasury market.


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Barnslighet är både skattebefriat och gratis!

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