Josh Stiles
Josh Stiles
bond hurt number
We don't look at this number and say it's the end of manufacturing strength. Still, it hasn't hurt the bond market.
bonds cuts dollar higher permanent tax
He didn't say enough on the permanent tax cuts and that's why the dollar is higher and (U.S.) bonds are higher.
bond hurt market
is going to hurt the bond market more.
bond concern eye market stock traders
There's concern for how the stock market has done recently. I do think bond traders have their eye on the stock market.
aircraft bond bulls context distorted headline market number report took
The market took the report in context -- which is that it is often distorted by aircraft orders. It didn't really ignite the bond bulls that the headline number was down so much.
bond chicago handling heavy market near seen selling sent though
The Chicago PMI sent us back to near the lows, though we had seen the bond market handling some heavy selling before then,
bond commodity demand domestic labor market plenty strength tight worried
I think the fundamentals are more threatening to the bond market; such as commodity strength, the strength of domestic demand, the strength of demand around the world, and tight labor markets. So, there are plenty of things for the bond market to get worried about.
again below bigger bond dips economy fairly few gone lacking looks next players road selling six struggling tested volatility
It looks like it may be fairly lacking in volatility for the next few days, (with yields) struggling around six percent, ... But I think that some of the bigger players are going to be selling when the bond dips below 6 percent, because they see down the road that the Fed's going to be tested again and again about the imbalances in the economy which haven't gone away.
feels slide
It feels like the slide is tapering off,
business conditions headline impact moderation offset prices saw
We saw moderation in the indices on prices paid, employment, and six-month business conditions outlook. That offset the impact of the headline number.
consumer good january quarter retail
We should still have a pretty good quarter for consumer spending. January retail sales, excluding autos, were very strong.
attack caution middle might range surprise weeks whether yield
We don't know enough about him to know whether there might be a surprise attack so there is some caution. But overall, the 10-year yield has been in a range of 4 5/8 to 4 /12 for weeks and today, we're right in the middle of that range.
asking buy later people supply week whether
We're getting all this new supply later in the week and people are asking whether they really want to buy it at these levels.
building inflation pressures problem
We still need to keep the inflation pressures from building or there will be a problem in the future.