The Fed is not finished yet in raising interest rates. Investors are still cautious on inflation and that may trigger a sell-off in Treasuries.
Yoshihiro Ishida
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Treasuries are expensive at these levels given that the Fed is still going to raise interest rates. ...
HIROYUKI YAMADA We've seen purchases of bonds receding. Investors cannot be bullish on Treasuries until the Fed stop...
YOSHITAKA MAJIMA The decline in oil helped, as well as the hope that maybe the Fed will be finished raising interest ...
PETER BOOCKVAR The decline in oil helped (stocks), as well as the hope that maybe the Fed will be finished raising ...
PETER BOOCKVAR I am still a little bit bearish. The market thinks the U.S. economy is strong. Treasuries are still ...
HIROYUKI YAMADA We are still cautious about Treasuries because global interest rates are rising. I'll wait before bu...
MASAYUKI SENDA Given the uncertainty of the effect the hurricane may have on the economy, the Fed may take a pause ...
STUART THOMSON Yields are going to continue to trend upward as the Fed keeps raising rates. The Fed believes that t...
JOSEPH SHATZ We still do not look for the core CPI to accelerate rapidly, but it is likely to be persistently fir...
STEPHEN STANLEY I think the Fed still has no other choice but still to raise rates. I know that there's some rumors ...
MARC GABELLI We're starting to have a more positive scenario, where investors are resuming their bets that emergi...
EDUARDO COTRIM At present there is a probability of just under 70 percent of the Fed raising interest rates to 5.0 ...
GAVIN FRIEND Long-bond buyers aren't afraid of inflation or increased interest rates, the way short-term bond buy...
BENJAMIN PACE We're bullish on longer-term Treasuries because inflation is under control. We're not expecting any ...
MASAYUKI YOSHIHARA Inflation is still higher than nominal interest rates, and this is a clear sign that monetary condit...
JOSEPH TAN I think the question the market is struggling with is whether we are concerned about inflation and t...
KEN TOWER We don't see the Fed stopping before the second half of 2006. We are recommending investors sell Tre...
YASUTOSHI NAGAI Overall we're in a very good situation; I don't think interest rates will be going up. Greenspan is ...
GREGORY SMITH With the Fed raising rates, the more speculative tech stocks start to fade and the good-old favorite...
DENNIS MCKECHNIE There are signs the Fed may stop raising rates so the $US may go down.
BENEDIKT GERMANIER We're still in sluggish trade. Confidence is not good in Hong Kong; investors are still worried abou...
LINUS YIP I think we're seeing already the start of a relief rally. Investors are fairly confident, or gaining...
BOB DICKEY You're fighting to a stalemate between those people worried about interest rates and high valuations...
CHRIS GRISANTI In March and April, interest rates were going up very gradually, and tech investors figured Greenspa...
BERNARD BAUMOHL Ten-year Treasuries are very close to the yield level at which we plan to buy. We prefer the 10-year...
SATOSHI ASAI There are shifting expectations on whether the Fed will pause or not after its meeting next week. Si...
CRAIG CHAN We are planning to buy Treasuries and the consumer price report reinforced our views that U.S. notes...
SATOSHI ASAI It's unclear when the Fed will stop raising interest rates. Even if the rate hike comes to an end, H...
LOUIS WONG Earnings are still going to grow as interest rates and inflation remain low.
ED YARDENI The green light is there for the Fed to continue to raising rates. No doubt about it. The Fed may go...
GERALD ZUKOWSKI I think he's basically greasing the skids for the Fed to keep raising rates, and that may not be som...
MICHAEL DARDA Yields on Treasuries have risen and some people are thinking this signals higher interest rates in t...
MARCELO RIBEIRO The Fed will be concerned about inflation pressures building and will keep on hiking interest rates....
INDRAJIT ADVANI There are many investors who remain concerned with the outlook for interest rates and with how much ...
JOSEPH STOCKE Investors may become cautious about buying bonds given the plunge in U.S. Treasuries and European bo...
AKIHIKO INOUE The Fed will keep raising rates as an insurance policy to prevent unwanted inflation. We haven't see...
CONRAD DEQUADROS Investors are recognizing the fundamentals are still terrific, ... Profits are sound, the economy is...
JOSEPH COHEN Some investors are staying at the sidelines as uncertainties linger over whether the Fed would surpr...
HERBERT LAU U.S. economic numbers are still doing well, but decelerating. The data are not strong enough to forc...
BRIAN ROSE Today's inflation figures have boosted the dollar across the board on accumulating chances that the ...
ASHRAF LAIDI The likelihood of faster inflation means we have to be very cautious about holding Treasuries.
MASAYUKI SENDA The 1.9 percent December year-over-year rise in the core personal consumption expenditure index refl...
PATRICK FEARON We are seeing more signs that inflation is well contained and that is good for Treasuries. We are re...
HIROKI SHIMAZU The market is not going to figure out where it wants to go until you have some conviction about wher...
VINCE FARRELL The Fed is remaining vigilant against inflation, which helps 10-year notes and 30-year bonds. But tw...
JEFF PALMA Inflation has boxed the Fed in, they are going to have to keep moving rates up.
MICHAEL DARDA Japan's interest rates are still low. The rate- differential story still attracts Japanese investors...
JUN KITAZAWA More rate cuts may not be forthcoming, but the Fed is also not likely to start raising rates as quic...
ANTHONY CHAN Investors remain very cautious. They're holding back, waiting for the Fed. We still have buyers in t...
FRED DICKSON We know that inflation distorts economic behavior. In the 1970s, a combination of high tax rates and...
NINA EASTON You got a favorable surprise on the CPI. We had the first decline in the core rate in 21 years. It j...
CARY LEAHEY You got a favorable surprise on the CPI. We had the first decline in the core rate in 21 years, ... ...
CARY LEAHEY The conundrum is the Fed, and why the it keeps raising rates.
ROBERT BRUSCA The difference between the '80s and '90s and now is that inflation and interest rates are already lo...
FRANCOIS TRAHAN Broaddus just reminded everyone that the Fed is going to raise rates. He is clear that the inflation...
DOMINIC KONSTAM If inflation gets out of hand, the Fed will have to raise interest rates more than is envisioned rig...
ALLEN SINAI Today's inflation figures will reinforce the belief that the Fed only has one or two more interest-r...
PAUL ASHWORTH The market has gone crazy, especially in the property sector. Investors are trying to believe that i...
FRANCIS LUN The bond market took this report as a sign that core inflation may be bottoming and the Fed may stil...
CARY LEAHEY The bond market took this report as a sign that core inflation may be bottoming and the Fed may stil...
CARY LEAHEY With increasing signs of a slowdown in housing, the Federal Reserve and investors should still be ca...
DAVID KELLY There doesn't seem to be any evidence that inflation is accelerating. In terms of when the bank can ...
DARREN GIBBS The market is responding very directly to interest rates as kind of a one-dimensional thing -- fearf...
GAIL DUDACK Nevertheless, limited core inflation in January will not deter the ECB from hiking interest rates by...
HOWARD ARCHER Really, everything you can point to is showing that you have inflation in check. Inflation is less o...
GREGG HYMOWITZ Strong figures on growth and inflation will reinforce expectations of higher Fed rates, supporting t...
XINYI LU If you are anticipating higher inflation and a rise in interest rates, it will slow down demand for ...
HENK POTTS There's a good chance the Fed will raise tomorrow and change their language to indicate rates are on...
JOHN MASKELL This whole thing is, everybody's waiting for Friday. People are worried about the Fed raising rates.
JOSEF SCHACHTER What investors should realize is that the hostesses have been recruited to start removing the punch ...
ANTHONY CHAN Trading seems to be focusing on selective counters because investors are cautious amid interest rate...
ANDREW TO This ... will boost hopes that activity in the first half of 2006 will remain robust. It will also i...
JAMES KNIGHTLEY It appears that U.S. inflation and interest rates are becoming once again the center of attention.
ERIC WONG It's not going to affect monetary policy. The Fed is forward looking. The change is at the low end o...
GARY SCHLOSSBERG The market is more focused on the bigger trends we have seen of late, and that is concerns about inf...
PETER BOOCKVAR An unexpected surge in wages would likely see the bank raising its inflation forecast and needing to...
TOM KENNY We believe that the Fed will require both consistent solid hiring and a rise in inflation before it ...
MAURY HARRIS Sentiment is building that the Fed may pause for a while after raising rates to 5 percent next month...
HIDEHIKO MAEJIMA Investors are confident the dollar will remain strong against the yen for the time being on the pros...
HIDEAKI KURIMOTO The employment numbers easily give the Fed reason to pause, but it doesn't necessarily mean they are...
ALAN BLINDER Judging from recent remarks, Fed officials seem to see the impact from Katrina as one-off and not de...
KAORU KONDO The perception is that rates are going up, and people are lining up to buy homes because of that. It...
CARL WEINBERG My impression is that the market is correctly anticipating that the Fed is close to being finished w...
JASON TRENNERT Treasuries can still fall some more. Some people are worried about the outlook for inflation because...
MASATSUGU YAMAMOTO People are willing to hold dollars. People are coming around to the view that the Fed is going to ke...
GERRY CELAYA If they were to cut rates, it might endorse the view that the Fed believes inflation is not a proble...
JEFF CHEAH The economic data in the U.S. is still better than it is in Europe, Asia or anywhere else. The U.S. ...
HUGH WALSH Inflation is still something to keep an eye on, ... The market has priced in a slowdown but if we do...
BILL DAVISON China's move to let investors buy securities abroad was a force for the market, and most investors b...
CASTOR PANG We are still seeing buying of interest-rate-sensitive stocks. Investors believe the U.S. economy is ...
FREDERICK TSANG Possibly we could see a little bit of profit taking because investors had been anticipating that whe...
SAM STOVALL The housing sector is still weakening and it is a cause of concern for investors. I am keeping my lo...
AKIRA TAKEI Historically a flat or inverted yield curve is bad news for the market but I don't think that is the...
BRIAN STINE 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 Inflation is a massive theme because we are in a rising-interest-rate environment. I think there is ...
JANE FOLEY A lot of the focus is on whether the Fed will pause or continue with their measured pace of raising ...
HUGH WALSH Inflation is still a threat when U.S. economic growth is relatively strong. It will weigh down Treas...
MASAYUKI SENDA The underlying theme (in the Fed's statement) is the same but the Fed added the statement on the pot...
JOHN LONSKI Over the medium term, it's still looking positive for Indonesia and the currency. They're going to b...
SABRINA JACOBS It's the kind of market now where (investors) have to get out -- to lighten up, ... Interest rates a...
ELLIOT SPAR
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