Growth expectations are improving around the world. There is further to go in this sell-off.

The world has been priced for bad news economically which just isn't coming through. The low yield environment might not be right.

What they reported this morning beat my expectations, but it's hard to overlook the slowing customer growth.

After those several years of great growth, people's expectations have been very high - probably too high. And at the first sign of a slowdown they react they other way.

It confirms everyone's expectations that they'll raise rates in March. When growth is improving, you don't want to fuel extra speculation.

The differences in expectations of construction executives versus their peers in other industries is striking. Growth in the construction sector, coupled with higher costs for construction materials and hiring pressures, will be watched closely by the Federal Reserve as it determines future interest rate policy for the economy in general.