Kevin Flanagan
Kevin Flanagan
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.
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.
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.