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The bond market is very excited about this inflation data.
MATTHEW ALEXY The dollar is stronger because of higher rates. Look at the bond market: it's been selling off with ...
JOE FRANCOMANO It's negative for the bond market because you have a stronger (economic) growth rate.
CAREY LEAHEY It seems the stock market is more tuned to the bond market now than it has been in the past several ...
CHARLES BLOOD There's a lot evidence pointing to stronger job data and the risks are definitely on the upside. Ele...
INDRAJIT ADVANI The overall growth of data storage is going up at about a 100 percent every year, and in conjunction...
CLINTON MORRISON Core inflation is very well controlled and economic growth is weak. The market is starting to price ...
MANUEL TORRES We have had an extraordinary period of job growth the last four months. The bond market is always wo...
DREW MATUS The fluctuations in the bond market are all dollar-related. The dollar was strong when the bond cash...
SCOTT GRAHAM Obviously the data today was very supportive of bonds. The unemployment report caught everyone by su...
BILL HORNBARGER Obviously the data today was very supportive of bonds. The unemployment report caught everyone by su...
BILL HORNBARGER The stronger data virtually assure significant changes in the Fed's directive this week. The new dir...
JOE ABATE The big concern is future inflation and the Fed is viewing that through the labor market. Wage growt...
JEFFREY SAUT 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 Despite the strong revenue growth and market momentum we have achieved over the last seven quarters,...
GREG OWENS Seventeen-year highs are impressive, with the bond market showing us that inflation will be returnin...
LEONARD KAPLAN The bond market has been pricing in a premium against potential inflation. They've been looking at t...
ROB PALOMBI The data does not support that high-income tax cuts are the main drivers of growth, so I don't t...
AUSTAN GOOLSBEE The rate rise in the ECB has been pressuring the bond market -- all of the European bond market is d...
ANDREW BRENNER This is much stronger growth than the market expected.
HONG LIANG However, I don't see a dramatic drop ahead. The market had already priced in the rate increase.
GERARDO COPCA On the whole, economic data was pretty reasonable and the market is responding as you might expect.
JACK CAFFREY We will see a change in the drivers of economic growth with capital spending taking a lead. There is...
CARL RICCADONNA Companies seem to have acted very quickly this time around once they realized that [economic] growth...
IAN SHEPHERDSON The market has been pretty volatile. There's a lot of this uncertainty about earnings and the hurric...
JOSEPH KALINOWSKI The Federal Reserve system has been very much a lucky passenger in this growth, ... It's the bond ma...
BERT ELY From the economic viewpoint, Treasury yields are too low. We are expecting robust growth in the firs...
YASUTOSHI NAGAI The rate rise in the ECB has been pressuring the Bund market -- all of the European bond market is d...
ANDREW BRENNER We just don't see the wage pressures and I think the bond market is so happy because that means ther...
MAUREEN ALLYN Also when we look at the market share that it was able to keep this year in a pretty poor environmen...
DIANA YATES The minutes indicate a majority that feels satisfied with the current economic climate. The Bank not...
GAVIN REDKNAP It's a good sign that the consumer has some momentum going into the start of the year and that proba...
PATRICK FEARON The benign inflation data and the belief that the Fed may be closer to the end than had previously b...
TIMOTHY GHRISKEY We could get an IFO number above expectations, because data across the region is looking stronger. T...
MARC OSTWALD The market always ebbs and flows. Some of that is predictable. Some is not. Traditionally, two weeks...
BILL WARD Big selling is hitting the bond market.
ANDREW BRENNER The lion's share of the bear market is over, ... It's a two-part issue. Yes, the marketplace could b...
PAUL MCCULLEY The market is already pricing in that (the debt upgrade) is coming. That improves the country's (eco...
CARLOS SAMANO The first conditions were economic, including the passage of structural reform policies that favored...
JAVIER VIVEROS The recent set of data came weaker than a market consensus, but the basic trend is that the economic...
SUSUMU ABE It isn't a market that has matured, but there is more interest. Given where inflation has been - I'v...
CASEY COLTON In the near term, the gilt market will react to any economic data release that helps shape investors...
KORNELIUS PURPS The market is being driven by a pickup in economic growth expectations,
BEN FUNNELL The Treasury market is already nervous and we have data coming out that can make the market even mor...
ALEXANDRE VASARHELYI We don't yet know the full economic effect of the policy moves we have already made. In the months a...
JACK GUYNN The economic data over the next several weeks are going to be difficult to interpret, and it'll be i...
MICHAEL SHELDON The market is responding to strong economic fundamentals -- there is no inflation and there is the a...
ALFRED GOLDMAN It's possible the condo market could see a very big drop.
DAVID BERSON What's important here is that maybe a slowing U.S. economy directly translates into a lower dollar. ...
AXEL MERK The way the market is performing now sets the stage for a big rally if there are any data that prove...
WILLIAM SULLIVAN It's difficult to buy bonds, especially five-year and shorter notes, before the growth report. The e...
HIROAKI TAKAI![]()
What Fucks me... is that we both are the same... we all walk on the same path... but everything is a...
DEYTH BANGER Employment growth will keep the economy going and the bond market will be susceptible to the strengt...
HIDEHIKO MAEJIMA The year-on-year was (up) 2.2 percent. That is a change and that is worrisome for the Fed. You would...
KURT KARL It seems like the market is obsessing on this bond market fallout, which was somewhat precipitated b...
JACK ABLIN The market appeared to be celebrating the onset of economic recovery in Germany, though the evidence...
STEPHEN LEWIS The reason for this tremendous shift towards greater transparency is because of the growth and domin...
BILL DUDLEY Now everything depends on economic data. I don't see the market declining. Economic numbers have bee...
JACQUES PORTA The major trend in the market over the last couple of weeks has been uncertainty. Uncertainty about ...
FRANCIS GANNON The bond market is still behind the inflation curve. The inflation story continues to chip away at o...
JACK ABLIN We see continued year-over-year economic growth in the US and Asian economies.
FRED SMITH We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN The outcome was pretty much in line with what the market had expected, and failed to brush off worri...
MASAHARU SAKUDO The outcome was pretty much in line with what the market had expected, and failed to brush off worri...
MASAHARU SAKUDO It is possible that this year will mark the end of the deflation and will bring in a paradigm shift ...
MASUHISA KOBAYASHI The correction somewhat mutes inflation concerns. The market is looking in one direction today and t...
BILL DAVISON This week's focus will be the January US consumer price index, due Wednesday, as the market is await...
HARRY IDA This is the first time in months that we had great news and the bond market didn't celebrate. This t...
DON HAYS I expect a dull market here, especially given uncertainty in the Iraq war.
HIROICHI NISHI It seems like the market is obsessing on this bond market fallout.
JACK ABLIN We continue to believe this is a second half story, but need to see revenue growth return year-over-...
DANIEL NILES My concern is that what's happened here is that inflation is higher than the Fed anticipated. On top...
ALAN RUSKIN It gives the bond market a comfort level that you have a replacement just as vigilant on inflation a...
GREG VALLIERE The market seemed very sensitive to house sales data in recent weeks and this suggests to us that th...
FELICITY ALGATE Today the market caught the double-dip disease. Recent economic data, like yesterday's [Tuesday's] c...
NED RILEY![]()
[Looking at the overall economy,] the market is beginning to believe in 2 percent inflation, ... We ...
BILL GROSS The market is in a rotational phase toward the more stable growth companies -- and that would includ...
DONALD GHER The market is adjusting to a trend that the market hasn't lived with in some time. Inflation is goin...
DOUGLAS CLIGGOTT The weight of the evidence of the economic and news factors is not compelling and it's increasing th...
DODGE DORLAND It's a wake-up call for the bond market, ... The bond market was nervous to begin with that the gold...
ANDREW PYLE The retail sales report was the most significant piece of data we had in weeks and that certainly ha...
JASON SCHENKER In the first quarter, the worldwide electrical and hydraulics markets were stronger than we had expe...
ALEXANDER CUTLER This (growth forecast) means that there's a foundation in the market. It's not spectacular growth bu...
FRANS VAN HOUTEN The external disk storage systems market growth continued to accelerate through the year. Data growt...
BRAD NISBET It was good to see the double-digit sales growth and the strong (profit) margin expansion. It provid...
ANTHONY CHUKUMBA [Market strategists said a variety of earnings disappointments, along with early anxiety in the bond...
ED KEON The market is waiting to see the earnings because that is your first catalyst in the market that can...
BARRY HYMAN Concerns about inflation are well tempered by concerns about how quickly economic growth will be und...
LOUISE PURTLE![]()
Financial market participants appear to recognize the FOMC's data-dependent approach because inc...
JANET YELLEN We believe that being positioned in the SSL VPN visionary quadrant is a testament to the core capabi...
CHRIS NORTON The run of economic data and company news we've had has been fine. There's been nothing in there to ...
DEREK MITCHELL Whether January's steep decline in home sales foretells a slow housing market for the entire year re...
LEONARD ZUMPANO The Chinese have just added to the nervousness of a market that was already nervous. This market is ...
ANGUS MACMILLAN Inflation is the worst critical factor as a negative to the stock market. So once that inflation fea...
ROBERT ROBBINS This decision came by surprise and is cheering up the market as it will help relieve political uncer...
AMARIT SUKHAVANIJ It's looking more and more that she's able to deal with these kind of threats so over time the marke...
ADAM MESURIER It's looking more and more that she's able to deal with these kind of threats so over time the marke...
ADAM LE MESURIER This decline [in the jobless rate] is certainly the largest drop we've seen in recent months, so it ...
JARED BERNSTEIN The stock market has actually been a vehicle that has given, over the medium to long term, a real ra...
CHARLES ROSS
MATTHEW ALEXY The dollar is stronger because of higher rates. Look at the bond market: it's been selling off with ...
JOE FRANCOMANO It's negative for the bond market because you have a stronger (economic) growth rate.
CAREY LEAHEY It seems the stock market is more tuned to the bond market now than it has been in the past several ...
CHARLES BLOOD There's a lot evidence pointing to stronger job data and the risks are definitely on the upside. Ele...
INDRAJIT ADVANI The overall growth of data storage is going up at about a 100 percent every year, and in conjunction...
CLINTON MORRISON Core inflation is very well controlled and economic growth is weak. The market is starting to price ...
MANUEL TORRES We have had an extraordinary period of job growth the last four months. The bond market is always wo...
DREW MATUS The fluctuations in the bond market are all dollar-related. The dollar was strong when the bond cash...
SCOTT GRAHAM Obviously the data today was very supportive of bonds. The unemployment report caught everyone by su...
BILL HORNBARGER Obviously the data today was very supportive of bonds. The unemployment report caught everyone by su...
BILL HORNBARGER The stronger data virtually assure significant changes in the Fed's directive this week. The new dir...
JOE ABATE The big concern is future inflation and the Fed is viewing that through the labor market. Wage growt...
JEFFREY SAUT 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 Despite the strong revenue growth and market momentum we have achieved over the last seven quarters,...
GREG OWENS Seventeen-year highs are impressive, with the bond market showing us that inflation will be returnin...
LEONARD KAPLAN The bond market has been pricing in a premium against potential inflation. They've been looking at t...
ROB PALOMBI The data does not support that high-income tax cuts are the main drivers of growth, so I don't t...
AUSTAN GOOLSBEE The rate rise in the ECB has been pressuring the bond market -- all of the European bond market is d...
ANDREW BRENNER This is much stronger growth than the market expected.
HONG LIANG However, I don't see a dramatic drop ahead. The market had already priced in the rate increase.
GERARDO COPCA On the whole, economic data was pretty reasonable and the market is responding as you might expect.
JACK CAFFREY We will see a change in the drivers of economic growth with capital spending taking a lead. There is...
CARL RICCADONNA Companies seem to have acted very quickly this time around once they realized that [economic] growth...
IAN SHEPHERDSON The market has been pretty volatile. There's a lot of this uncertainty about earnings and the hurric...
JOSEPH KALINOWSKI The Federal Reserve system has been very much a lucky passenger in this growth, ... It's the bond ma...
BERT ELY From the economic viewpoint, Treasury yields are too low. We are expecting robust growth in the firs...
YASUTOSHI NAGAI The rate rise in the ECB has been pressuring the Bund market -- all of the European bond market is d...
ANDREW BRENNER We just don't see the wage pressures and I think the bond market is so happy because that means ther...
MAUREEN ALLYN Also when we look at the market share that it was able to keep this year in a pretty poor environmen...
DIANA YATES The minutes indicate a majority that feels satisfied with the current economic climate. The Bank not...
GAVIN REDKNAP It's a good sign that the consumer has some momentum going into the start of the year and that proba...
PATRICK FEARON The benign inflation data and the belief that the Fed may be closer to the end than had previously b...
TIMOTHY GHRISKEY We could get an IFO number above expectations, because data across the region is looking stronger. T...
MARC OSTWALD The market always ebbs and flows. Some of that is predictable. Some is not. Traditionally, two weeks...
BILL WARD Big selling is hitting the bond market.
ANDREW BRENNER The lion's share of the bear market is over, ... It's a two-part issue. Yes, the marketplace could b...
PAUL MCCULLEY The market is already pricing in that (the debt upgrade) is coming. That improves the country's (eco...
CARLOS SAMANO The first conditions were economic, including the passage of structural reform policies that favored...
JAVIER VIVEROS The recent set of data came weaker than a market consensus, but the basic trend is that the economic...
SUSUMU ABE It isn't a market that has matured, but there is more interest. Given where inflation has been - I'v...
CASEY COLTON In the near term, the gilt market will react to any economic data release that helps shape investors...
KORNELIUS PURPS The market is being driven by a pickup in economic growth expectations,
BEN FUNNELL The Treasury market is already nervous and we have data coming out that can make the market even mor...
ALEXANDRE VASARHELYI We don't yet know the full economic effect of the policy moves we have already made. In the months a...
JACK GUYNN The economic data over the next several weeks are going to be difficult to interpret, and it'll be i...
MICHAEL SHELDON The market is responding to strong economic fundamentals -- there is no inflation and there is the a...
ALFRED GOLDMAN It's possible the condo market could see a very big drop.
DAVID BERSON What's important here is that maybe a slowing U.S. economy directly translates into a lower dollar. ...
AXEL MERK The way the market is performing now sets the stage for a big rally if there are any data that prove...
WILLIAM SULLIVAN It's difficult to buy bonds, especially five-year and shorter notes, before the growth report. The e...
HIROAKI TAKAI
What Fucks me... is that we both are the same... we all walk on the same path... but everything is a... DEYTH BANGER Employment growth will keep the economy going and the bond market will be susceptible to the strengt...
HIDEHIKO MAEJIMA The year-on-year was (up) 2.2 percent. That is a change and that is worrisome for the Fed. You would...
KURT KARL It seems like the market is obsessing on this bond market fallout, which was somewhat precipitated b...
JACK ABLIN The market appeared to be celebrating the onset of economic recovery in Germany, though the evidence...
STEPHEN LEWIS The reason for this tremendous shift towards greater transparency is because of the growth and domin...
BILL DUDLEY Now everything depends on economic data. I don't see the market declining. Economic numbers have bee...
JACQUES PORTA The major trend in the market over the last couple of weeks has been uncertainty. Uncertainty about ...
FRANCIS GANNON The bond market is still behind the inflation curve. The inflation story continues to chip away at o...
JACK ABLIN We see continued year-over-year economic growth in the US and Asian economies.
FRED SMITH We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN The outcome was pretty much in line with what the market had expected, and failed to brush off worri...
MASAHARU SAKUDO The outcome was pretty much in line with what the market had expected, and failed to brush off worri...
MASAHARU SAKUDO It is possible that this year will mark the end of the deflation and will bring in a paradigm shift ...
MASUHISA KOBAYASHI The correction somewhat mutes inflation concerns. The market is looking in one direction today and t...
BILL DAVISON This week's focus will be the January US consumer price index, due Wednesday, as the market is await...
HARRY IDA This is the first time in months that we had great news and the bond market didn't celebrate. This t...
DON HAYS I expect a dull market here, especially given uncertainty in the Iraq war.
HIROICHI NISHI It seems like the market is obsessing on this bond market fallout.
JACK ABLIN We continue to believe this is a second half story, but need to see revenue growth return year-over-...
DANIEL NILES My concern is that what's happened here is that inflation is higher than the Fed anticipated. On top...
ALAN RUSKIN It gives the bond market a comfort level that you have a replacement just as vigilant on inflation a...
GREG VALLIERE The market seemed very sensitive to house sales data in recent weeks and this suggests to us that th...
FELICITY ALGATE Today the market caught the double-dip disease. Recent economic data, like yesterday's [Tuesday's] c...
NED RILEY
[Looking at the overall economy,] the market is beginning to believe in 2 percent inflation, ... We ... BILL GROSS The market is in a rotational phase toward the more stable growth companies -- and that would includ...
DONALD GHER The market is adjusting to a trend that the market hasn't lived with in some time. Inflation is goin...
DOUGLAS CLIGGOTT The weight of the evidence of the economic and news factors is not compelling and it's increasing th...
DODGE DORLAND It's a wake-up call for the bond market, ... The bond market was nervous to begin with that the gold...
ANDREW PYLE The retail sales report was the most significant piece of data we had in weeks and that certainly ha...
JASON SCHENKER In the first quarter, the worldwide electrical and hydraulics markets were stronger than we had expe...
ALEXANDER CUTLER This (growth forecast) means that there's a foundation in the market. It's not spectacular growth bu...
FRANS VAN HOUTEN The external disk storage systems market growth continued to accelerate through the year. Data growt...
BRAD NISBET It was good to see the double-digit sales growth and the strong (profit) margin expansion. It provid...
ANTHONY CHUKUMBA [Market strategists said a variety of earnings disappointments, along with early anxiety in the bond...
ED KEON The market is waiting to see the earnings because that is your first catalyst in the market that can...
BARRY HYMAN Concerns about inflation are well tempered by concerns about how quickly economic growth will be und...
LOUISE PURTLE
Financial market participants appear to recognize the FOMC's data-dependent approach because inc... JANET YELLEN We believe that being positioned in the SSL VPN visionary quadrant is a testament to the core capabi...
CHRIS NORTON The run of economic data and company news we've had has been fine. There's been nothing in there to ...
DEREK MITCHELL Whether January's steep decline in home sales foretells a slow housing market for the entire year re...
LEONARD ZUMPANO The Chinese have just added to the nervousness of a market that was already nervous. This market is ...
ANGUS MACMILLAN Inflation is the worst critical factor as a negative to the stock market. So once that inflation fea...
ROBERT ROBBINS This decision came by surprise and is cheering up the market as it will help relieve political uncer...
AMARIT SUKHAVANIJ It's looking more and more that she's able to deal with these kind of threats so over time the marke...
ADAM MESURIER It's looking more and more that she's able to deal with these kind of threats so over time the marke...
ADAM LE MESURIER This decline [in the jobless rate] is certainly the largest drop we've seen in recent months, so it ...
JARED BERNSTEIN The stock market has actually been a vehicle that has given, over the medium to long term, a real ra...
CHARLES ROSS
When a friend, then, indulges in the joy of unburdening a secret on to another friend's bosom, he ma... 