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We are starting to price in the possibility of increasing inflationary pressures when making decisio...
MASAYUKI YOSHIHARA People are a bit concerned with higher Treasury yields and the possibility that U.S. interest rates ...
FLAVIO DATZ I expect yields to continue drifting higher. Anything that shows the jobs market is strong gives mor...
JOSEPH SHATZ There is no sign of the economy slowing and that's bad for the Treasury market. We're not expecting ...
HIROKI SHIMAZU They had to scrap the 2021 (bond sale) completely, likely due to the market being jittery on higher ...
GAUTAM JAIN I'm still in the camp that yields are moving higher. As long as the data is strong, the Fed is going...
JOSEPH SHATZ Employment growth will keep the economy going and the bond market will be susceptible to the strengt...
HIDEHIKO MAEJIMA We are expecting the Treasury market to continue to weaken in the next few months. There are no sign...
YASUTOSHI NAGAI It really reinforces the view that the Fed will continue to hike rates.
CHARMAINE BUSKAS The Fed will hike at least once more, and there won't be a significant slowdown in the second half o...
MICHAEL MARKOVIC We still expect Treasury yields to move higher. The rise in oil is starting to be a concern once aga...
GRANT HASSELL As long as the Fed keeps raising rates, yields are going to move higher. The Fed decision definitely...
JOSEPH SHATZ I'm surprised the market is not moving higher. I'm starting to wonder if the Fed is actually more bu...
CHARLES ROTBLUT Treasury yields have fallen across the board as the market waits to see how much damage the hurrican...
STEPHEN LEWIS The hike in pump prices, and electricity and gas tariffs that have also been raised, fed through to ...
EUBEN PARACUELLES Ten-year yields may have already peaked and this would be a good time to get back into the market. W...
HIROKI SHIMAZU The credit market right now is bracing for some bad news. Yields should continue heading higher unti...
JOHN LONSKI The credit market right now is bracing for some bad news, ... Yields should continue heading higher ...
JOHN LONSKI The Fed rate hike and statement has largely been digested by the market.
JEFF YOUNG From the economic viewpoint, Treasury yields are too low. We are expecting robust growth in the firs...
YASUTOSHI NAGAI The implications are a bit worrying for spreads, particularly for the corporate market. The inversio...
DAVID GOLDMAN If you believe the bond market has already seen the worst hike in yields, then that's a great time t...
ERIC JACOBSON We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN There are several things that can create an alpha - stock buybacks are one. High dividend yields are...
LOUIS NAVELLIER Pressure from bunds is working its way into the Treasury market. Bunds and Treasuries are moving han...
GERALD LUCAS We don't see the Fed stopping before the second half of 2006. We are recommending investors sell Tre...
YASUTOSHI NAGAI February looks rather unlikely for the next rate hike, but March is still on the agenda. Yields will...
CYRIL BEUZIT The U.S. labor market continues to tighten and the implication is the Fed will need to raise rates. ...
GAVIN FRIEND [The market also benefited from oversold conditions, given that Treasury yields were near three-mont...
JOSH STILES Yields are going to continue to trend upward as the Fed keeps raising rates. The Fed believes that t...
JOSEPH SHATZ Friendship is a double-edged sword one side it can be great and true but the other side it spells be...
GARY F EVANS... We now believe that the first Fed rate hike will not come until December, and we continue to worry t...
JOE ABATE Traders are coming in every morning with a bias to sell dollars. The market expects that irrespectiv...
MICHAEL JANSEN The stronger consumer confidence, the more likely the Fed will keep hiking rates for longer. Yields ...
ALEX LI The Fed will be concerned about inflation pressures building and will keep on hiking interest rates....
INDRAJIT ADVANI We are still keeping our bullish view on Treasuries. We expect to see Treasury yields peak soon.
AKIRA TAKEI We see yields as attractive and that will support Treasury demand. Ten-year yields may fall to 4.4 p...
KAZUHIRO KANEKO This large inflow is an important prop for the Treasury market, helping keep yields in their current...
ETHAN HARRIS This large inflow is an important prop for the Treasury market, helping keep yields in their current...
ETHAN HARRIS Nitrogen is our focus because it is the biggest issue. We are looking at fertilizing for higher qual...
DR. JED WADDELL![]()
While we have said all along that the foundation for the U.S. expansion is dodgy, as long as it is w...
DAVID GILMORE![]()
While we have said all along that the foundation for the U.S. expansion is dodgy, as long as it is w...
DAVID GILMORE Yields are moving higher in a response to an economy that is bouncing back. Inflation is still under...
GARY POLLACK![]()
The phrase 'perception is reality' is overused generally. But perception can be reality in m...
AMITY SHLAES The market had been pricing in an early rate hike, and the rise in yields was pretty rapid, so his r...
KOJI OCHIAI The market's a bit higher on China Telecom again because investors are quite bullish on the acquisit...
GEORGE CHAN Longer term, because rates are going to go up, the outlook for yields is going to be for them to be ...
ALESSANDRO TENTORI The U.S. will add more jobs and I expect that will support the view that the Fed will go to 5 percen...
GRANT HASSELL![]()
Congratulations, to the people which made gotham series, still need some more and extra work!
DEYTH BANGER To have the cognitive abilities to do research and development is vital to a forever expanding world...
GARY F EVANS... The first and foremost human right or fundamental right is the right to exist.
APURVA GAGLANI If we ever put research into what the subconscious is we could probably come to the conclusion that ...
GARY F EVANS... i know im not the girl you wanted. not the one you want to hear from. but what you see is what you g...
SIMI GREWAL It's unclear when the Fed will stop raising interest rates. Even if the rate hike comes to an end, H...
LOUIS WONG We're not at the top. With the Fed still moving to 5.50 in our view, maybe at least 5.25 to 5.40 10-...
JACK MALVEY There's no sign of the economy slowing down and Fed officials should continue to be hawkish. It's a ...
YASUTOSHI NAGAI The bond market expects the stock market to fall very hard ... people are trading scared.
ANTHONY CRESCENZI China expects the 2006 global iron ore price to return to the level previous to the dramatic price h...
LUO BINGSHENG After the Fed comes out with its rate hike, and when it communicates to the market that it's satisfi...
ASHRAF LAIDI It looks increasingly like the Fed rate hike cycle is coming to an end, and that's been the focus. ....
CHARMAINE BUSKAS There's the thought that even if the Fed comes in with a half-percentage-point hike, the market is a...
GEORGE RODRIGUEZ We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter...
BEN FUNNELL We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter...
BEN FUNNELL The market is starting to talk about 4.75 percent and the risk of the Fed perhaps moving to five and...
ADARSH SINHA The Treasury market likes the headline because it was weaker than what it thought.
JOE LAVORGNA![]()
Don't you ever get the feeling that all your life is going by and you're not taking advantage of it?...
ERNEST HEMINGWAY The bond market is starting to anticipate a more aggressive Fed. The Fed has two problems. One, empl...
BILL LARKIN Now market participants are saying that investors should expect range bound trading to continue into...
ANGUS CAMPBELL Sun now supports 10 operating systems because that's what the market expects.
ANDY BECHTOLSHEIM There are risks that inflation could heat up at bit and therefore the risk that the Fed might have t...
EDWARD KEON The market will continue to prosper as Internet users nowadays have more confidence in Internet secu...
HAZEL CHEN The saying sell all your belongings & give to the poor simply means "Redirect your mind to the verit...
DAVID ATTA (A.K.A DAVIED ATTLARS & MR DAIN)![]()
Life can only be understood looking backward. It must be lived forward.
ERIC ROTH You're afraid of getting hurt like I'm afraid to die. It doesn't mean I'm not going to live every da...
VI KEELAND Wesley Rush doesn't chase girls, but I'm chasing you.
KODY KEPLINGER I turn and kick with the first one and feel myself being lifted and thrown towards the beach. It's l...
MARK SMITH![]()
What the strag will think is that any man who can hitch the length and breadth of the galaxy, rough ...
DOUGLAS ADAMS![]()
One of the things Ford Prefect had always found hardest to understand about humans was their habit o...
DOUGLAS ADAMS I hate to say it, but maybe there's a bet that if Kerry wins, (former Secretary of the Treasury) Rob...
DONALD SELKIN The market was too sanguine about the Fed moving to the sidelines at the end of the year or under a ...
JOE LIRO These are trends we see continue in the market with the shift to lower-priced machines; the higher-p...
JEFFREY HEWITT Some market participants are beginning to be concerned about the risks of an earlier rate hike.
TOMOKO FUJII Consumers will be squeezed with higher interest rates, which is not good news for the market general...
EDMUND SHING It's obviously a very market friendly report. It reduces the chance of the Fed moving in October, bu...
DICK BERNER The Fed will definitely be raising the rate at the end of this month, and it's certainly possible we...
KORNELIUS PURPS Well the key basically is the fact that the stock market is in itself cheap. Usually high, by intern...
ANGUS BLAIR Judge not lest ye be judged.
THE GOSPEL ACCORDING TO MATTHEW I don't think anyone expects any fireworks from the Fed tomorrow but it's normal to have a pause bef...
CHARLES PAYNE We've always been saying that yields are too low at the front-end of the curve. I do think yields sh...
ANTHONY O'BRIEN I don't spend a lot of time asking "WHY?" Instead I focus on what I should do now or how I should re...
JEFF DIXON-THE KEY TO THE KINGDOM Corporate accounting concerns caused fierce investor buying of U.S. Treasury bonds, thereby lowering...
FRANK NOTHAFT The dollar's uptrend accelerated after the release of the Fed minutes and will remain firm before th...
AKIHIRO TANAKA Sure, the plan could push Treasury yields up. But if it contributes to an increased efficiency of th...
BILL STERLING![]()
Rising interest rates are considered bad for stocks because they raise the cost of doing business an...
ALEX BERENSON![]()
I think it's generally a bad idea for the Fed to be the arbiter of asset prices. The Fed doesn't rea...
BEN BERNANKE Supply in this quarter will be bigger than usual, so it will have a bad effect on the market. It's d...
HIROYUKI YAMADA We can clearly see consumer prices starting to rise and investors are going to demand higher yields.
MAKOTO YAMASHITA The dollar's uptrend accelerated after the release of the Fed minutes and will remain firm before th...
AKIHIRO TANAKA![]()
[Beyond that, some Treasury market participants worry that with recovery, inflation will pick up. In...
BILL GROSS The market is still waiting for HSBC results, which will have a big impact on the direction of the m...
ANDREW TO
MASAYUKI YOSHIHARA People are a bit concerned with higher Treasury yields and the possibility that U.S. interest rates ...
FLAVIO DATZ I expect yields to continue drifting higher. Anything that shows the jobs market is strong gives mor...
JOSEPH SHATZ There is no sign of the economy slowing and that's bad for the Treasury market. We're not expecting ...
HIROKI SHIMAZU They had to scrap the 2021 (bond sale) completely, likely due to the market being jittery on higher ...
GAUTAM JAIN I'm still in the camp that yields are moving higher. As long as the data is strong, the Fed is going...
JOSEPH SHATZ Employment growth will keep the economy going and the bond market will be susceptible to the strengt...
HIDEHIKO MAEJIMA We are expecting the Treasury market to continue to weaken in the next few months. There are no sign...
YASUTOSHI NAGAI It really reinforces the view that the Fed will continue to hike rates.
CHARMAINE BUSKAS The Fed will hike at least once more, and there won't be a significant slowdown in the second half o...
MICHAEL MARKOVIC We still expect Treasury yields to move higher. The rise in oil is starting to be a concern once aga...
GRANT HASSELL As long as the Fed keeps raising rates, yields are going to move higher. The Fed decision definitely...
JOSEPH SHATZ I'm surprised the market is not moving higher. I'm starting to wonder if the Fed is actually more bu...
CHARLES ROTBLUT Treasury yields have fallen across the board as the market waits to see how much damage the hurrican...
STEPHEN LEWIS The hike in pump prices, and electricity and gas tariffs that have also been raised, fed through to ...
EUBEN PARACUELLES Ten-year yields may have already peaked and this would be a good time to get back into the market. W...
HIROKI SHIMAZU The credit market right now is bracing for some bad news. Yields should continue heading higher unti...
JOHN LONSKI The credit market right now is bracing for some bad news, ... Yields should continue heading higher ...
JOHN LONSKI The Fed rate hike and statement has largely been digested by the market.
JEFF YOUNG From the economic viewpoint, Treasury yields are too low. We are expecting robust growth in the firs...
YASUTOSHI NAGAI The implications are a bit worrying for spreads, particularly for the corporate market. The inversio...
DAVID GOLDMAN If you believe the bond market has already seen the worst hike in yields, then that's a great time t...
ERIC JACOBSON We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN There are several things that can create an alpha - stock buybacks are one. High dividend yields are...
LOUIS NAVELLIER Pressure from bunds is working its way into the Treasury market. Bunds and Treasuries are moving han...
GERALD LUCAS We don't see the Fed stopping before the second half of 2006. We are recommending investors sell Tre...
YASUTOSHI NAGAI February looks rather unlikely for the next rate hike, but March is still on the agenda. Yields will...
CYRIL BEUZIT The U.S. labor market continues to tighten and the implication is the Fed will need to raise rates. ...
GAVIN FRIEND [The market also benefited from oversold conditions, given that Treasury yields were near three-mont...
JOSH STILES Yields are going to continue to trend upward as the Fed keeps raising rates. The Fed believes that t...
JOSEPH SHATZ Friendship is a double-edged sword one side it can be great and true but the other side it spells be...
GARY F EVANS... We now believe that the first Fed rate hike will not come until December, and we continue to worry t...
JOE ABATE Traders are coming in every morning with a bias to sell dollars. The market expects that irrespectiv...
MICHAEL JANSEN The stronger consumer confidence, the more likely the Fed will keep hiking rates for longer. Yields ...
ALEX LI The Fed will be concerned about inflation pressures building and will keep on hiking interest rates....
INDRAJIT ADVANI We are still keeping our bullish view on Treasuries. We expect to see Treasury yields peak soon.
AKIRA TAKEI We see yields as attractive and that will support Treasury demand. Ten-year yields may fall to 4.4 p...
KAZUHIRO KANEKO This large inflow is an important prop for the Treasury market, helping keep yields in their current...
ETHAN HARRIS This large inflow is an important prop for the Treasury market, helping keep yields in their current...
ETHAN HARRIS Nitrogen is our focus because it is the biggest issue. We are looking at fertilizing for higher qual...
DR. JED WADDELL
While we have said all along that the foundation for the U.S. expansion is dodgy, as long as it is w... DAVID GILMORE
While we have said all along that the foundation for the U.S. expansion is dodgy, as long as it is w... DAVID GILMORE Yields are moving higher in a response to an economy that is bouncing back. Inflation is still under...
GARY POLLACK
The phrase 'perception is reality' is overused generally. But perception can be reality in m... AMITY SHLAES The market had been pricing in an early rate hike, and the rise in yields was pretty rapid, so his r...
KOJI OCHIAI The market's a bit higher on China Telecom again because investors are quite bullish on the acquisit...
GEORGE CHAN Longer term, because rates are going to go up, the outlook for yields is going to be for them to be ...
ALESSANDRO TENTORI The U.S. will add more jobs and I expect that will support the view that the Fed will go to 5 percen...
GRANT HASSELL
Congratulations, to the people which made gotham series, still need some more and extra work! DEYTH BANGER To have the cognitive abilities to do research and development is vital to a forever expanding world...
GARY F EVANS... The first and foremost human right or fundamental right is the right to exist.
APURVA GAGLANI If we ever put research into what the subconscious is we could probably come to the conclusion that ...
GARY F EVANS... i know im not the girl you wanted. not the one you want to hear from. but what you see is what you g...
SIMI GREWAL It's unclear when the Fed will stop raising interest rates. Even if the rate hike comes to an end, H...
LOUIS WONG We're not at the top. With the Fed still moving to 5.50 in our view, maybe at least 5.25 to 5.40 10-...
JACK MALVEY There's no sign of the economy slowing down and Fed officials should continue to be hawkish. It's a ...
YASUTOSHI NAGAI The bond market expects the stock market to fall very hard ... people are trading scared.
ANTHONY CRESCENZI China expects the 2006 global iron ore price to return to the level previous to the dramatic price h...
LUO BINGSHENG After the Fed comes out with its rate hike, and when it communicates to the market that it's satisfi...
ASHRAF LAIDI It looks increasingly like the Fed rate hike cycle is coming to an end, and that's been the focus. ....
CHARMAINE BUSKAS There's the thought that even if the Fed comes in with a half-percentage-point hike, the market is a...
GEORGE RODRIGUEZ We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter...
BEN FUNNELL We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter...
BEN FUNNELL The market is starting to talk about 4.75 percent and the risk of the Fed perhaps moving to five and...
ADARSH SINHA The Treasury market likes the headline because it was weaker than what it thought.
JOE LAVORGNA
Don't you ever get the feeling that all your life is going by and you're not taking advantage of it?... ERNEST HEMINGWAY The bond market is starting to anticipate a more aggressive Fed. The Fed has two problems. One, empl...
BILL LARKIN Now market participants are saying that investors should expect range bound trading to continue into...
ANGUS CAMPBELL Sun now supports 10 operating systems because that's what the market expects.
ANDY BECHTOLSHEIM There are risks that inflation could heat up at bit and therefore the risk that the Fed might have t...
EDWARD KEON The market will continue to prosper as Internet users nowadays have more confidence in Internet secu...
HAZEL CHEN The saying sell all your belongings & give to the poor simply means "Redirect your mind to the verit...
DAVID ATTA (A.K.A DAVIED ATTLARS & MR DAIN)
Life can only be understood looking backward. It must be lived forward. ERIC ROTH You're afraid of getting hurt like I'm afraid to die. It doesn't mean I'm not going to live every da...
VI KEELAND Wesley Rush doesn't chase girls, but I'm chasing you.
KODY KEPLINGER I turn and kick with the first one and feel myself being lifted and thrown towards the beach. It's l...
MARK SMITH
What the strag will think is that any man who can hitch the length and breadth of the galaxy, rough ... DOUGLAS ADAMS
One of the things Ford Prefect had always found hardest to understand about humans was their habit o... DOUGLAS ADAMS I hate to say it, but maybe there's a bet that if Kerry wins, (former Secretary of the Treasury) Rob...
DONALD SELKIN The market was too sanguine about the Fed moving to the sidelines at the end of the year or under a ...
JOE LIRO These are trends we see continue in the market with the shift to lower-priced machines; the higher-p...
JEFFREY HEWITT Some market participants are beginning to be concerned about the risks of an earlier rate hike.
TOMOKO FUJII Consumers will be squeezed with higher interest rates, which is not good news for the market general...
EDMUND SHING It's obviously a very market friendly report. It reduces the chance of the Fed moving in October, bu...
DICK BERNER The Fed will definitely be raising the rate at the end of this month, and it's certainly possible we...
KORNELIUS PURPS Well the key basically is the fact that the stock market is in itself cheap. Usually high, by intern...
ANGUS BLAIR Judge not lest ye be judged.
THE GOSPEL ACCORDING TO MATTHEW I don't think anyone expects any fireworks from the Fed tomorrow but it's normal to have a pause bef...
CHARLES PAYNE We've always been saying that yields are too low at the front-end of the curve. I do think yields sh...
ANTHONY O'BRIEN I don't spend a lot of time asking "WHY?" Instead I focus on what I should do now or how I should re...
JEFF DIXON-THE KEY TO THE KINGDOM Corporate accounting concerns caused fierce investor buying of U.S. Treasury bonds, thereby lowering...
FRANK NOTHAFT The dollar's uptrend accelerated after the release of the Fed minutes and will remain firm before th...
AKIHIRO TANAKA Sure, the plan could push Treasury yields up. But if it contributes to an increased efficiency of th...
BILL STERLING
Rising interest rates are considered bad for stocks because they raise the cost of doing business an... ALEX BERENSON
I think it's generally a bad idea for the Fed to be the arbiter of asset prices. The Fed doesn't rea... BEN BERNANKE Supply in this quarter will be bigger than usual, so it will have a bad effect on the market. It's d...
HIROYUKI YAMADA We can clearly see consumer prices starting to rise and investors are going to demand higher yields.
MAKOTO YAMASHITA The dollar's uptrend accelerated after the release of the Fed minutes and will remain firm before th...
AKIHIRO TANAKA
[Beyond that, some Treasury market participants worry that with recovery, inflation will pick up. In... BILL GROSS The market is still waiting for HSBC results, which will have a big impact on the direction of the m...
ANDREW TO
