Quotes from the news wire:
The end of the rate hiking cycle is in sight, the Fed is trying to navigate the very narrow path between defeating inflation and destroying the economy with blunt force rate hikes — even they now know the latter is a very real risk.
Found on CNN 1 year ago
Markets are very uneasy about the growing likelihood of a policy error by the The Fed, it's madness really. Most investors would be well served to ignore the machinations of the pricing craziness and wait to see what actually happens with rates.
Found on CNN 2 years ago
Value stocks had gotten ahead of themselves, particularly in energy and financials, and the folks that are caught offsides are starting to unwind those trades.
Found on Reuters 3 years ago
Inflation is up, but real yields are still low, this is basically the transitory sweet spot.
Found on Reuters 3 years ago
This particular group is full of landmines, there is not going to be a lot of investor follow-through until we get some certainty with what future revenue prospects are going to be.
Found on Reuters 4 years ago
If you want to be able to travel, you have to use these carriers because there are so few of them.
Found on Reuters 4 years ago
People are going to remember the Diamond Princess a lot longer than they will that airlines canceled flights to China.
Found on Reuters 4 years ago
If the Fed gives forward guidance that suggests less than what the market is thinking, then you will probably see markets sell off, so long as the Fed plays along with what markets are pricing in...I think markets will be very stable.
Found on Reuters 5 years ago
Financial stocks are fine today as we're getting ready to enter the earnings season for banking, the 30-year Treasury auction is steepening the (yield) curve a bit.
Found on Reuters 5 years ago
We continue to have stronger and stronger job growth, and it seems like there's less and less inflation, which is really odd. You typically don't see that, and basically what that signals to the market is that the Fed is on hold, the Fed is going to pay attention more to inflation more than anything else. As long as inflation is below trend, that's good.
Found on Reuters 5 years ago
We continue to have stronger and stronger job growth, and it seems like there's less and less inflation, which is really odd. You typically don't see that, and basically what that signals to the market is that the Fed is on hold, that could portend for better earnings in the future for companies.
Found on Reuters 5 years ago
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