Dorsey Farr
Dorsey Farr
bonds close couple employment hike might months next perhaps reports
Right now bonds are reacting, and perhaps overreacting, to employment and CPI. What we will probably see in the next couple of months is that we aren't as close to an interest-rate hike as those two reports might suggest.
earnings expected growth seeing slow slowing year
That's not what we expected to see in a year when earnings growth would slow slightly, and we were seeing some of that slowing already.
curve good rule thumb yield
As a forecasting rule of thumb, the yield curve has been pretty good but it may not be a good rule of thumb today.
capital finds glut popular relatively search treasury
One popular explanation is that there is a glut of capital in the world in search of a home, and a lot of it finds its way into relatively risk-free assets, such as Treasury bonds.