Kevin Flanagan
Kevin Flanagan
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.
based numbers sort themselves
The numbers in of themselves are sort of a push-and-pull. And the market, based on that, isn't doing a whole lot.
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.
bit close cooling economy fed gotten interest itself market numbers position process raising threw
The market had gotten itself into a position where the thought process was the economy was cooling off a bit and the Fed was close to being done raising interest rates. These numbers threw a wrench into the works.
breaking claims couple ground lower nor numbers price since support ticks treasury
The claims numbers don't do anything to support the Treasury market, nor are they ground breaking either. The 10-year's price is a couple of ticks lower since the report.
far fed numbers pause risks trying
The Fed may pause even if the risks aren't balanced. He is trying to tell you that we will still pause even if the numbers come in as they have so far this year.
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,
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.