Tony Crescenzi
Tony Crescenzi
bond both causes weakness
There are many causes of both today's weakness and of the bond market's weakening in general,
consumer correct cost
The CPI is correct in measuring consumer prices, ... But it's not correct in measuring the cost of living.
advance both compared countries creates economic economy-and-economics environment good growth lower powerful rates return serve
The productivity advance will also serve as a powerful backstop for the U.S. dollar, as it creates an environment that is good for the rates of return on U.S. assets, especially compared to other countries where both productivity growth and economic growth are lower than in the U.S.,
argue bond context indicate market recent results
In the context of the recent markdown in prices, one could argue that the results in no way indicate that the recent bond market sell-off is over.
bond concerns federal reserve watches
These are important concerns for the bond market, ... We know that the Federal Reserve watches these things.
anxieties bond coming likely market markets signals suggest
The signals coming from the bond market are significant and suggest that the anxieties in the markets are likely to dissipate,
alarm bond create insurance language makers market meant policy statement sure whatever
Policy makers want to make sure in the language of their statement that whatever they do, it's meant as insurance -- they don't want to create alarm about the state of the economy, but they also don't want to create alarm in the bond market about the end of accommodative policy,
bonds buy current environment factors oil players prices pushing reflection security
This just is a reflection of the current environment with oil prices rising, security concerns. All of these factors are pushing players to buy bonds over stocks.
bearing bonds capital competition factors inflation influence interest large levels monetary rates structure supply yield
The supply of bonds won't have a large bearing on the yield levels or the structure of the yield curve, ... The influence on interest rates will come more fundamental factors such as inflation expectations, competition for capital and monetary policy.
bond compared corporate few investors months optimistic relatively seem
Corporate bond investors seem relatively optimistic compared to a few months ago.
bond continue far job less market might
Should the job market continue to strengthen, the bond market might become a far less placid place than it has been lately.
bond change economic fed market mind news quite raising remains
The bond market remains quite bearish. The economic news did not change anyone's mind about the Fed raising rates,
excessive fed hanging onto optimism
The Fed is hanging onto its long-term view. Some will say this is just excessive optimism.
auction elements expected good ratio seem yield yields
There seem to be all the elements of a good auction -- the bid-to-cover ratio was solid, the yield was as expected and yields are not rising.