The market, looking for a move down to 85 in the Michigan data, is maybe not pricing in the full risk of a significant slow-down..I think the dollar is vulnerable to a weaker number.
Steve Barrow
I don't think the bank's message has really changed. The one view is that if consumer demand doesn't slow down, it will have to raise rates. But the other view is that consumer spending will come down.
message demand view
If there are no tax cuts (planned for the budget) then that may be used an argument to cut rates
argument budget tax
Inflation in the short-term could head lower than 1.5 percent, that would be at the lower end of the government's target range
end head inflation
Everyone knows that as soon as London closes tonight, the U.S. Won't intervene.
london
I don't think it's necessarily that bad if Denmark stays out. I don't think there will be a huge fallout in Danish markets
bad
We'd like to see it at the next meeting on Nov. 30. Underlying inflation is moving higher and Europe's economy is still strong. We will have to see what happens in the next two weeks? It may be the next rate hike is pushed into next year.
meeting moving strong economy inflation
This talk of tax reform will come and go. But we need the economy looking brighter, otherwise putting action plans together is just fighting a losing battle.
plans action battle reform losing fighting talk economy tax
data risk market vulnerable
Do we think it's going to happened? Not in the U.S., so then not in Europe,.. But then there's no evidence that the economy is going to show strong recovery either.
strong europe economy recovery evidence
I don't trust this rally as far as I could throw it. It maybe takes a while for investors to decide to ditch even more stocks and become even more cautious about corporate debt. I don't see what's happening here as a harbinger of recovery for the market.
trust market corporate recovery debt
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