Related
The ECB has signaled that if there was any risk inflation expectations would run away, they would co...
KORNELIUS PURPS There's constant demand for longer debt from pension funds and other investors who follow the index.
KOJI MORI With a single digit equity market return, a flat yield curve and the weak funding status of many pen...
IAN MARKHAM Historically a flat or inverted yield curve is bad news for the market but I don't think that is the...
BRIAN STINE![]()
Bonds as an asset class will always be needed, and not just by insurance companies and pension funds...
BILL GROSS If nothing else, a flat-to-inverted Treasury yield curve is the financial market's way of telling po...
JOHN LONSKI Rising rates and a flatter curve have fueled investor demand. If rates fall, we would expect to see ...
MARGARET KERINS While this group is still a few years away from retirement, this plus the fact that Americans are li...
KEVIN GIDDIS We are seeing demand from funds. Gold will continue to move up steadily and could reach $650 by year...
FRIEDRICH KERNSTOCK There's not a lot of investment opportunities out there, so yield is still the default play for the ...
CAMERON BAGRIE At the same time, the yield curve is flat and actually has the potential to invert. An inverted yiel...
HARVEY ROSENBLUM It's a good move. It flattens the yield curve and brings long-term rates down.
BILL HORNBARGER There are reports of solid underlying demand for 30-year bonds from pension funds and insurance comp...
BRIAN BETHUNE There are a lot of crosscurrents now, but falling yields might indicate that demand for credit is sl...
PAUL KASRIEL Pension funds are caught in a vicious circle. The UK gilt market has now almost completely detached ...
CHRIS HARTLEY I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ...
KELLY JONES The trend of the flattening of the yield curve will continue. The short- end yield is going up becau...
MARTIN BRUNI There's just such an enormous demand from pension funds and insurance companies to match their asset...
MARK VITNER From a fixed-income point of view, which I'm looking at, it's a little bit disappointing. We have se...
ANTHONY HSIEH Nevertheless, limited core inflation in January will not deter the ECB from hiking interest rates by...
HOWARD ARCHER It's much better than expected on the margins front and treasury staged a rebound despite a flat yie...
ISMAEL PILI While bond buying by pension funds and life insurance firms was expected, the market didn't see it.
MARI IWASHITA The yield curve is flat and typically when that happens, banks are reluctant to lend money and the e...
MICHAEL CHEAH![]()
The critical nature of 'choices' -- [the] timing will prove to be an asset or liability; it will rew...
T.F. HODGE If you believe this pension-fund legislation will occur, and if you believe there is asset and liabi...
BRIAN ROBINSON The yield curve has narrowed. Some money market funds are now yielding more than 4%. At that rate, t...
GARY SCHLOSSBERG The shorter end of the U.S. yield curve is holding a fairly nice firm tone.
MICHAEL BOSS The risk is for the ECB to accelerate the pace of interest- rate hikes. There seems to be very littl...
CYRIL BEUZIT![]()
The critical nature of 'choices' -- [the] timing will prove to be an asset or liability; it will rew...
T.F. HODGE As interest rates have fallen sharply over the past 4-5 years ... we have seen a new batch of (young...
DHIRENDRA KUMAR We think the Fed will continue cutting rates, although less aggressively. We are expecting another [...
BRUCE STEINBERG Operating with a flat yield-curve environment is tough on every bank, but Wells is positioned well c...
FRED CANNON I never liked quantitative easing. It's misunderstood by almost everybody. Flattening the yield ...
KENNETH FISHER The market remains buoyant on prospects of further hikes from the Fed. It's a yield story.
KAMAL SHARMA The European economy is on course for a good recovery and the ECB is likely to raise rates to 2.75 p...
MASAFUMI YAMAMOTO When you have a treasury yield curve invert by at least 50 basis points for a six-month duration we ...
JOHN LONSKI Fed and ECB rate hikes should not present a liquidity problem for equity markets.
LARS KRECKEL![]()
What worries me for Europe is the monetary policy of European authorities. (The ECB) might slow grow...
BERNARD ARNAULT There is a very flat yield curve globally for different reasons, even in some emerging markets. I re...
BRAD SETSER These savings are a clear positive, but retiree liability cuts are likely to see some almost immedia...
ROBERT BARRY The front end of the curve tried to rally a little bit and there was a trade down in the belly of th...
DOMINIC KONSTAM The ZEW indicator is at levels which previously have marked a high, and discussion will now start on...
KORNELIUS PURPS![]()
Legacy accounting: Will you have been an asset or a liability on the world's balance sheet?
RYAN LILLY![]()
The market is not focused on imbalances, but rather interest rates and in the US right now they are ...
DAVID GILMORE To be a successful worker in life,always see your salary as an asset & not a liability.
DAVID ATTA (A.K.A DAVIED ATTLARS & MR DAIN)![]()
If Fed Funds were expected to rise in the future, the curve would be positive with intermediate and ...
BILL GROSS What we are seeing currently is that it's not a one-way road for strong economic data. Ten-year yiel...
KORNELIUS PURPS In all likelihood, disappointing data will at some point in time dampen rate hike expectations. Ther...
KORNELIUS PURPS The Fed will definitely be raising the rate at the end of this month, and it's certainly possible we...
KORNELIUS PURPS In the near term, the gilt market will react to any economic data release that helps shape investors...
KORNELIUS PURPS It's yet more bad news for GM and we can't rule out the possibility of even worse to come. Given the...
KORNELIUS PURPS![]()
Taxpayers should demand that their states honestly assess public pension plans, accurately measure t...
ELAINE CHAO Inflation is still above target and as long as the economic data keeps coming in strong we expect th...
MATTHIAS RUBISCH Demand from pension fund and insurers should be relatively firm.
THOMAS LAM Clients and investors inevitably say that a yield curve inversion spells a recession, but looking at...
MALCOLM WOOD Japanese pension funds and institutions will likely accelerate their buying from October when the se...
KENICHI AZUMA![]()
We are headed toward 'perfect capitalism,' when the laws of supply and demand become exact, ...
MICHIO KAKU There is no interruption to aggressive demand and consumers are still being supported by the low pri...
MANDLA MALEKA The party simply says, 'Well, Hillary divisive, Hillary controversial.' We say that is an asset, not...
BOB KUNST Taking into consideration the fact that mortgage rates have fallen from the earlier peak at the end ...
FRANK NOTHAFT The spread curve is compressed enough -- you're talking about five basis points difference in the ov...
JAMIE JACKSON One reason the 10-year note yield has risen so much this week is that investors are worried that the...
CHRISTOPHER LOW The problem we have is that the market, having gone bearish from the end of April, has turned and ma...
MATT DENNIS I noticed money market rates soar, but that can be explained by month-end demand for cash.
HUGO MORALES The markets are assuming that the Fed are finished tightening for the year, ... That presumption mig...
SHERRY COOPER Say the RBNZ cuts interest rates three times, which most agree would be aggressive, you still have N...
ADRIAN FOSTER We continue to experience a steep growth curve and positive response from customers that are aggress...
CHARLES JACKSON The yield curve is a really powerful indicator. It always has been. The shape of the curve still mat...
CHRISTOPHER LOW The support from the community and the area for tickets and places for corporate outings is there. W...
DAN KAPANKE We really hope and want to see a peace deal before the end of April, God willing.
JAMAL MOHAMED IBRAHIM Many market players already think the ECB will raise interest rates in March and then several more t...
AKIFUMI UCHIDA We see yields as attractive and that will support Treasury demand. Ten-year yields may fall to 4.4 p...
KAZUHIRO KANEKO From my perspective it leaves the door open to further rate hikes. Remember: the Fed is taking back ...
DICK BERNER The BOJ is expected to end its so-called quantitative easing policy of flooding the economy with cas...
TOMOKO FUJII Another commented, ‘QE is a key ingredient in a recipe that is destroying the value of the UK’s ...
DAVID CRAIG There is a long-term favorable backdrop to long-term securities in demand from the pension industry.
JASON EVANS At this level, global funds may start to move their bond holdings back to neutral, and the earnings ...
EDDIE WONG It's hard to accuse them of being behind the curve. If anything they're being a bit too rigid. Wage ...
BRIAN COULTON We improved our aggressive serving. By the end of the day we were serving very aggressively.
DEBBIE KLOCK The whole game now is just playing the yield curve.
DAVID HENDLER Four to five years ago when the equity bubble burst we were hopeful that gold demand would surface. ...
CHARLES DE VAULX The strikes and good economic indicators from China are supporting this round of the rally. The posi...
GU YUAN We think there's going to be two more rate hikes. One in March and then another in April.
TED CARMICHAEL As the market now feels that any interest rate hikes in the US will come to an end with the Federal ...
KAZUYUKI KATO Superfund is now reaching beyond cleanup toward reuse. By cleaning up and reusing once-contaminated ...
ROBERT VARNEY With pension funds and individual investors keen to address the lack of commodity exposure in their ...
JACK MALVEY Retirement security is often compared to a three-legged stool supported by Social Security, employer...
SANDER LEVIN The ECB does need to cut rates, but the market is happy with the communication of the ECB -- it's do...
MICHAEL LEWIS The ECB will come through with a cut, but it will wait to see what happens on the inflation front. T...
BEN RUDD There was a sense that a year-end rally would take us higher, but there's some concern from the bond...
JAY SUSKIND Although we don't expect the MPC to cut rates this month, it is likely that we will see a cut to 4.2...
CHRIS GROVE The Fed is close to the end of its rate hike cycle while the ECB is just beginning, which removes su...
CARSTEN FRITSCH by year's end, these questions will be resolved and interest rates will come down.
DAN MCGOVERN They're going to be borrowing more money at the shorter part of the yield curve. Is that going to pu...
BILL HORNBARGER There's a gradual feeling that the ECB is closer to raising rates than first thought,
NEIL MELLOR Businesses appear stronger than expected, reflecting the lower euro, but we're likely to see consume...
JAMES NIXON Your employees are your greatest asset. Treat them well, because if you don't, they will become yo...
KENNETH DARRYL BROWN The funds see economic growth is expected to continue, and over the last two years commodities have ...
ALEXANDRE KERVINIO The funds see economic growth is expected to continue and over the last two years, commodities have ...
ALEXANDRE KERVINIO Pension funds have become increasingly active investors in commodities, and the growth in the quantu...
MALCOLM SOUTHWOOD
KORNELIUS PURPS There's constant demand for longer debt from pension funds and other investors who follow the index.
KOJI MORI With a single digit equity market return, a flat yield curve and the weak funding status of many pen...
IAN MARKHAM Historically a flat or inverted yield curve is bad news for the market but I don't think that is the...
BRIAN STINE
Bonds as an asset class will always be needed, and not just by insurance companies and pension funds... BILL GROSS If nothing else, a flat-to-inverted Treasury yield curve is the financial market's way of telling po...
JOHN LONSKI Rising rates and a flatter curve have fueled investor demand. If rates fall, we would expect to see ...
MARGARET KERINS While this group is still a few years away from retirement, this plus the fact that Americans are li...
KEVIN GIDDIS We are seeing demand from funds. Gold will continue to move up steadily and could reach $650 by year...
FRIEDRICH KERNSTOCK There's not a lot of investment opportunities out there, so yield is still the default play for the ...
CAMERON BAGRIE At the same time, the yield curve is flat and actually has the potential to invert. An inverted yiel...
HARVEY ROSENBLUM It's a good move. It flattens the yield curve and brings long-term rates down.
BILL HORNBARGER There are reports of solid underlying demand for 30-year bonds from pension funds and insurance comp...
BRIAN BETHUNE There are a lot of crosscurrents now, but falling yields might indicate that demand for credit is sl...
PAUL KASRIEL Pension funds are caught in a vicious circle. The UK gilt market has now almost completely detached ...
CHRIS HARTLEY I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ...
KELLY JONES The trend of the flattening of the yield curve will continue. The short- end yield is going up becau...
MARTIN BRUNI There's just such an enormous demand from pension funds and insurance companies to match their asset...
MARK VITNER From a fixed-income point of view, which I'm looking at, it's a little bit disappointing. We have se...
ANTHONY HSIEH Nevertheless, limited core inflation in January will not deter the ECB from hiking interest rates by...
HOWARD ARCHER It's much better than expected on the margins front and treasury staged a rebound despite a flat yie...
ISMAEL PILI While bond buying by pension funds and life insurance firms was expected, the market didn't see it.
MARI IWASHITA The yield curve is flat and typically when that happens, banks are reluctant to lend money and the e...
MICHAEL CHEAH
The critical nature of 'choices' -- [the] timing will prove to be an asset or liability; it will rew... T.F. HODGE If you believe this pension-fund legislation will occur, and if you believe there is asset and liabi...
BRIAN ROBINSON The yield curve has narrowed. Some money market funds are now yielding more than 4%. At that rate, t...
GARY SCHLOSSBERG The shorter end of the U.S. yield curve is holding a fairly nice firm tone.
MICHAEL BOSS The risk is for the ECB to accelerate the pace of interest- rate hikes. There seems to be very littl...
CYRIL BEUZIT
The critical nature of 'choices' -- [the] timing will prove to be an asset or liability; it will rew... T.F. HODGE As interest rates have fallen sharply over the past 4-5 years ... we have seen a new batch of (young...
DHIRENDRA KUMAR We think the Fed will continue cutting rates, although less aggressively. We are expecting another [...
BRUCE STEINBERG Operating with a flat yield-curve environment is tough on every bank, but Wells is positioned well c...
FRED CANNON I never liked quantitative easing. It's misunderstood by almost everybody. Flattening the yield ...
KENNETH FISHER The market remains buoyant on prospects of further hikes from the Fed. It's a yield story.
KAMAL SHARMA The European economy is on course for a good recovery and the ECB is likely to raise rates to 2.75 p...
MASAFUMI YAMAMOTO When you have a treasury yield curve invert by at least 50 basis points for a six-month duration we ...
JOHN LONSKI Fed and ECB rate hikes should not present a liquidity problem for equity markets.
LARS KRECKEL
What worries me for Europe is the monetary policy of European authorities. (The ECB) might slow grow... BERNARD ARNAULT There is a very flat yield curve globally for different reasons, even in some emerging markets. I re...
BRAD SETSER These savings are a clear positive, but retiree liability cuts are likely to see some almost immedia...
ROBERT BARRY The front end of the curve tried to rally a little bit and there was a trade down in the belly of th...
DOMINIC KONSTAM The ZEW indicator is at levels which previously have marked a high, and discussion will now start on...
KORNELIUS PURPS
Legacy accounting: Will you have been an asset or a liability on the world's balance sheet? RYAN LILLY
The market is not focused on imbalances, but rather interest rates and in the US right now they are ... DAVID GILMORE To be a successful worker in life,always see your salary as an asset & not a liability.
DAVID ATTA (A.K.A DAVIED ATTLARS & MR DAIN)
If Fed Funds were expected to rise in the future, the curve would be positive with intermediate and ... BILL GROSS What we are seeing currently is that it's not a one-way road for strong economic data. Ten-year yiel...
KORNELIUS PURPS In all likelihood, disappointing data will at some point in time dampen rate hike expectations. Ther...
KORNELIUS PURPS The Fed will definitely be raising the rate at the end of this month, and it's certainly possible we...
KORNELIUS PURPS In the near term, the gilt market will react to any economic data release that helps shape investors...
KORNELIUS PURPS It's yet more bad news for GM and we can't rule out the possibility of even worse to come. Given the...
KORNELIUS PURPS
Taxpayers should demand that their states honestly assess public pension plans, accurately measure t... ELAINE CHAO Inflation is still above target and as long as the economic data keeps coming in strong we expect th...
MATTHIAS RUBISCH Demand from pension fund and insurers should be relatively firm.
THOMAS LAM Clients and investors inevitably say that a yield curve inversion spells a recession, but looking at...
MALCOLM WOOD Japanese pension funds and institutions will likely accelerate their buying from October when the se...
KENICHI AZUMA
We are headed toward 'perfect capitalism,' when the laws of supply and demand become exact, ... MICHIO KAKU There is no interruption to aggressive demand and consumers are still being supported by the low pri...
MANDLA MALEKA The party simply says, 'Well, Hillary divisive, Hillary controversial.' We say that is an asset, not...
BOB KUNST Taking into consideration the fact that mortgage rates have fallen from the earlier peak at the end ...
FRANK NOTHAFT The spread curve is compressed enough -- you're talking about five basis points difference in the ov...
JAMIE JACKSON One reason the 10-year note yield has risen so much this week is that investors are worried that the...
CHRISTOPHER LOW The problem we have is that the market, having gone bearish from the end of April, has turned and ma...
MATT DENNIS I noticed money market rates soar, but that can be explained by month-end demand for cash.
HUGO MORALES The markets are assuming that the Fed are finished tightening for the year, ... That presumption mig...
SHERRY COOPER Say the RBNZ cuts interest rates three times, which most agree would be aggressive, you still have N...
ADRIAN FOSTER We continue to experience a steep growth curve and positive response from customers that are aggress...
CHARLES JACKSON The yield curve is a really powerful indicator. It always has been. The shape of the curve still mat...
CHRISTOPHER LOW The support from the community and the area for tickets and places for corporate outings is there. W...
DAN KAPANKE We really hope and want to see a peace deal before the end of April, God willing.
JAMAL MOHAMED IBRAHIM Many market players already think the ECB will raise interest rates in March and then several more t...
AKIFUMI UCHIDA We see yields as attractive and that will support Treasury demand. Ten-year yields may fall to 4.4 p...
KAZUHIRO KANEKO From my perspective it leaves the door open to further rate hikes. Remember: the Fed is taking back ...
DICK BERNER The BOJ is expected to end its so-called quantitative easing policy of flooding the economy with cas...
TOMOKO FUJII Another commented, ‘QE is a key ingredient in a recipe that is destroying the value of the UK’s ...
DAVID CRAIG There is a long-term favorable backdrop to long-term securities in demand from the pension industry.
JASON EVANS At this level, global funds may start to move their bond holdings back to neutral, and the earnings ...
EDDIE WONG It's hard to accuse them of being behind the curve. If anything they're being a bit too rigid. Wage ...
BRIAN COULTON We improved our aggressive serving. By the end of the day we were serving very aggressively.
DEBBIE KLOCK The whole game now is just playing the yield curve.
DAVID HENDLER Four to five years ago when the equity bubble burst we were hopeful that gold demand would surface. ...
CHARLES DE VAULX The strikes and good economic indicators from China are supporting this round of the rally. The posi...
GU YUAN We think there's going to be two more rate hikes. One in March and then another in April.
TED CARMICHAEL As the market now feels that any interest rate hikes in the US will come to an end with the Federal ...
KAZUYUKI KATO Superfund is now reaching beyond cleanup toward reuse. By cleaning up and reusing once-contaminated ...
ROBERT VARNEY With pension funds and individual investors keen to address the lack of commodity exposure in their ...
JACK MALVEY Retirement security is often compared to a three-legged stool supported by Social Security, employer...
SANDER LEVIN The ECB does need to cut rates, but the market is happy with the communication of the ECB -- it's do...
MICHAEL LEWIS The ECB will come through with a cut, but it will wait to see what happens on the inflation front. T...
BEN RUDD There was a sense that a year-end rally would take us higher, but there's some concern from the bond...
JAY SUSKIND Although we don't expect the MPC to cut rates this month, it is likely that we will see a cut to 4.2...
CHRIS GROVE The Fed is close to the end of its rate hike cycle while the ECB is just beginning, which removes su...
CARSTEN FRITSCH by year's end, these questions will be resolved and interest rates will come down.
DAN MCGOVERN They're going to be borrowing more money at the shorter part of the yield curve. Is that going to pu...
BILL HORNBARGER There's a gradual feeling that the ECB is closer to raising rates than first thought,
NEIL MELLOR Businesses appear stronger than expected, reflecting the lower euro, but we're likely to see consume...
JAMES NIXON Your employees are your greatest asset. Treat them well, because if you don't, they will become yo...
KENNETH DARRYL BROWN The funds see economic growth is expected to continue, and over the last two years commodities have ...
ALEXANDRE KERVINIO The funds see economic growth is expected to continue and over the last two years, commodities have ...
ALEXANDRE KERVINIO Pension funds have become increasingly active investors in commodities, and the growth in the quantu...
MALCOLM SOUTHWOOD
