We are still cautious about Treasuries because global interest rates are rising. I'll wait before buying because yields will keep going up in the short term.
Masayuki Senda
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HIROYUKI YAMADA 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 The big question is when and how much long-term interest rates are going to rise, because that affec...
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JOSEPH SHATZ Inflation is a massive theme because we are in a rising-interest-rate environment. I think there is ...
JANE FOLEY We are starting with stocks fully valued and short- and long-term interest rates still hovering near...
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JASON TSAI I wouldn't be surprised to see (the Dow) trend lower because markets don't trend up in a time of ris...
GRACE FEY Apart from placing upward pressure on the yields in these markets, short-term rates may also respond...
COLEN GARROW The bond market had been worried that we were near full employment and wage pressure would pick up a...
MAURY HARRIS The short-term folks that are worried about earnings are providing us long-term investors some great...
SHAWN JOHNSON The Fed is a price fixer; it fixes the price of short-term credit. If there's an increase in demand ...
PAUL KASRIEL We don't see any change this year. Economic indicators seem to suggest there will be no change in in...
LORENZO CODOGNO Investors may become cautious about buying bonds given the plunge in U.S. Treasuries and European bo...
AKIHIKO INOUE There's room for the dollar to keep gaining, because interest rates are the driving force for the mo...
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BRIAN ROONEY Bonds will probably stay lower as traders may prepare for the auction. Bonds also will be capped by ...
HIDENORI SUEZAWA People are a bit concerned with higher Treasury yields and the possibility that U.S. interest rates ...
FLAVIO DATZ Global markets have not been affected by the possibility of rising U.S. interest rates. Japan and th...
JASON HWANG Fresh worries about rising inflation in the US and the extent to which the US Federal Reserve will r...
FRANCIS LUN Treasuries can still fall some more. Some people are worried about the outlook for inflation because...
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ZENG HAN JUN Rising fuel prices will keep a lid on consumer spending for some time, slowing economic growth. The ...
SHANE OLIVER Buying interest was strong in infrastructure, auto and cement blue-chips. The markets will now in th...
NARESH GARG Prior Time Warner directors are going to be looking askance at recommendations coming from these fiv...
FRED LANE It's pretty clear that housing is slowing. Rising mortgage rates and the very fast rising homes pric...
CELIA CHEN Even if interest rates weren't rising, home prices are very high relative to income. So, people are ...
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CARL WEINBERG As long as they are rising, the ECB tends to raise interest rates.
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IM NO JUNG We are starting to see a change in consumer behavior. Consumers are cutting back because of high pri...
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COURTNEY SMITH Long-term U.S. interest rates have risen as the market has started to price in the likelihood that t...
MASAMICHI KOIKE Yields are unlikely to keep going up in a straight line. Investors may buy should yields rise to 1.5...
KAZUHIKO SANO Earnings are still going to grow as interest rates and inflation remain low.
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MASAYUKI YOSHIHARA We are planning to buy Treasuries and the consumer price report reinforced our views that U.S. notes...
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TONY HUGHES The big shift for 2006 will be interest rates rising outside the U.S..
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LOUISE PURTLE The Federal Reserve can only buy Treasuries and agencies, and moreover quantitative easing typically...
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FRED FROEWISS Good earnings are the main support for European markets. On the other hand, Europe will not be spare...
JEAN BORJEIX There could be an increase in the risk premium if global interest rates rise. But foreign investors ...
HANS GOETTI I'm sure rising interest rates at some point are going to take some buyers out of the marketplace. T...
BERNARD HELM I think the Fed still has no other choice but still to raise rates. I know that there's some rumors ...
MARC GABELLI Trading seems to be focusing on selective counters because investors are cautious amid interest rate...
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ANNABEL BISHOP Take me to the height where success would seek my help to succeed!
I ARE In reality, it won't matter as much because other elements like spending and consumer sentiment look...
HANS OLSEN Most people expect that the Fed will hike short-term rates more than the 10-year (yield) will go up ...
JAY BRYSON