Kevin Flanagan
Kevin Flanagan
argue continue continues fed figure point
We continue to see difficulties for the nation's factories. This is a figure that continues to argue for the Fed to (cut a half-percentage point Tuesday).
continue
We continue to see difficulties for the nation's factories,
aggressive closer comfort continue easing favorable federal help level numbers provide reserve
From the Federal Reserve vantage point, the productivity numbers are favorable and will continue to provide the Fed a comfort level in its aggressive easing stance. There's no mistaking we're closer to the end of that cycle, but numbers like this will help to alleviate these anxieties.
captured commodity continue core energy filtering higher inflation measure months year yield
We're 11 months through the year and any measure of core inflation hasn't captured a filtering down of higher commodity or energy prices. That's why we continue to see the 10-year yield under 4.5 percent.
continue early fed investors numbers realize sentiment starting strong
The sentiment is not as enthusiastic as it was early this week. Investors are starting to realize that if the (economic) numbers continue to come in on the strong side, the Fed is going to tighten (credit) again.
appears bond continue economic further improve market order response seeing signs slight
I think you're seeing an enthusiastic response by the bond market because there appears to be a slight deceleration in economic activity. In order to continue to improve we'll need to see further signs of that slowdown.
again argument building consider data fed keeps perhaps pressures price reveal showing toes
While perhaps showing some retrenchment in manufacturing activity, the data nevertheless reveal that there are price pressures perhaps building in the pipeline. I think right now it keeps the Fed on their toes and does not dissuade at all the argument that they will consider tightening again in May.
confidence front negative report somewhat
Today's confidence report going up is somewhat negative for the front end.
era shrinking yields
Those (low) yields are not sustainable even in an era of if shrinking supply.
huge industry
Unfortunately we dont have enough industry in Toowoomba (to warrant the huge cost),
current rise
We still think the fundamentals will come back and rise from current levels.
coming highs seeing slightly stocks
We're seeing stocks coming slightly off their highs here.
dollar good hit problems seeing
We're seeing problems in dollar-yen, but I don't have a good explanation why the dollar is getting hit so hard.
assume cycle
I don't think you can assume the Fed's tightening cycle is done,