After (Wednesday's) GDP revisions people were focusing on it, and it's given us a bit of a boost here. |
It sounds like 'one and done' might be a strong possibility. If they are done at 5 percent, yields here are close to appropriate or could rally another 5 to 10 basis points. |
It was a strong report across the board. Prices were strong, employment was strong. It seems to point to continued solid growth in the economy. |
The auction is lending some more weakness to the general tone of our market that started with the housing number this morning and this is not helping. |
The housing sector is definitely something everybody is focusing on in 2006. If people start to see the value of their homes heading lower, there's no doubt we would see a slowdown in consumer spending. |
The market was prepared for the end of quantitative easing, it has caused some turbulence in the past couple of weeks. |
The number was stronger than expected and I think people are taking it to heart. |
The results are mediocre at best. Given the amount of corporate supply coming and the refunding announcement around the corner, it's not a good sign. |
The selling pressure has subsided a little bit. |
They are somewhat pleased. We'll need to see continued weakness before they'll feel like housing is a reason to slow the tightening process. This is just one month's number. |
To be honest, I don't think his remarks had any major effect. |
We're essentially unchanged on the day ... and the market is positioned short before the [January] payroll number. |