16 ordspråk av Ronald Simpson
Ronald Simpson
[Fukui] He sort of backtracked. The market reacts to these things and positions are unwound when things are clarified.
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Claims have been drifting well below normal levels throughout the month. On the eve of the January payrolls report tomorrow, it could just indicate that a blowout (strong) number for payrolls could be in the cards.
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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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I think we are basically in consolidation mode for the rest of the week.
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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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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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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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The movement today was just a little position-squaring ahead of the housing data on Thursday and Friday.
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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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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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The number was a lot stronger than the market had been expecting.
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There was a lot of options-related stuff going on.
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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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Today there was a little bit of position adjustment from yesterday, with very little flows going through.
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