Anthony Crescenzi
Anthony Crescenzi
expect strong trend
I think this is just a hiccup in a very strong trend that we expect to continue.
economic economy enters further giving grow growth hence holiday investors job looking might momentum optimistic prospects raising seen strong toward
Looking out even further toward the end of the year, investors might grow optimistic about the end-of-year economic situation, as 2004's strong job growth could be seen as raising the prospects for holiday spending, hence giving the economy momentum as it enters 2005,
bear extreme foundation lacks market marks pessimism rally strong treasury
The Treasury market rally may be a bear trap. The rally lacks a strong foundation as well as the extreme pessimism that marks the end of sell-offs.
bear extreme foundation lacks market marks pessimism rally strong treasury
The Treasury market rally may be a bear trap, ... The rally lacks a strong foundation as well as the extreme pessimism that marks the end of sell-offs.
excess growth pointing report strong
The report is universally strong and is pointing to growth in excess of Greenspan's objectives.
both corporate depends stocks strong success time trade whose
It's time to trade out of investments whose success depends on a strong economy... for both stocks and corporate bonds.
accurate align fed hopefully inflation itself needs strong trend unless view
The Fed needs to align itself with the inflation expectations of the market, unless it has a strong -- and hopefully accurate -- view about how the inflation trend is evolving.
conditions inflation
I think we have conditions in place now that could put off the tightening. Unfortunately, there is some inflation embedding itself.
events generally hitting losses microcosm notion pose
It is a microcosm of events generally hitting the market, ... and it reinforces the notion that there are yet-to-be-reported losses at other institutions that would pose systemic risk.
below close originally recession
I'm struck, ... Originally I thought that in a recession we could get below 5 percent, but we're not even close to one (a recession.)
concern dollar euro money reserves
I think it is more psychological than anything. But there is concern more money will be put in euro reserves than in dollar reserves.
concern dollar euro money reserves
I think it is more psychological than anything, ... But there is concern more money will be put in euro reserves than in dollar reserves.
numbers
That was the key. All of those numbers were bearish for the market.
april believes convince deflation dramatic feeds headline month past rampant run talk though upsetting
The PPI just feeds the deflation talk that's run rampant in the past month or so, ... It's upsetting for someone who believes deflation is on the way. Even though there are qualifiers for the April data, that headline is dramatic enough to convince them.