Robert Froehlich
Robert Froehlich
bond consumer interest market morning move next numbers quite rates saw slowing stronger
I think that the next move with interest rates is going to be up and, quite frankly, ... the numbers we saw this morning were stronger than expectations and so we see that the consumer is not slowing down at all and you have the bond market a little on the edge.
bias board change exactly federal happening markets neutral reserve slow
I think what's happening is exactly what the Federal Reserve Board wanted to happen. They wanted to change their bias from neutral to tightening to slow down the markets - and that is what's happening today.
earnings full high key surprise swing
I think the key is going to be earnings now. We're really getting into full swing with earnings, and I think earnings are going to surprise on the high side.