Jack Ablin ( 10 of 10 )
Economists are expecting a gradual slowdown in economic growth paired with a slowdown in inflation. That will allow the Federal read more
Economists are expecting a gradual slowdown in economic growth paired with a slowdown in inflation. That will allow the Federal Reserve to wind up its rate-hiking campaign.
It seems like the market is obsessing on this bond market fallout, which was somewhat precipitated by the move to read more
It seems like the market is obsessing on this bond market fallout, which was somewhat precipitated by the move to raise (interest rates) in Japan. A lot of the fuel that has been used to invest in this bond market has been derived from 'easy money' in Japan.
This deal makes sense for both companies. Bank of New York has been expanding in the custodial business and doing read more
This deal makes sense for both companies. Bank of New York has been expanding in the custodial business and doing a fine job. This shift out of distribution is an ideal fit for J.P. Morgan.
Any bad news can throw us, and the jobs report was perceived as bad news, seen as a sign that read more
Any bad news can throw us, and the jobs report was perceived as bad news, seen as a sign that the recovery is fragile, but that's not necessarily true. In the last two recessions, a pickup in employment only happened a year after the recession had ended. So just because unemployment is higher doesn't mean we're not on track for a recovery.
Between leading indicators and subdued inflation expectations, it's really set a nice backdrop for the market today,
Between leading indicators and subdued inflation expectations, it's really set a nice backdrop for the market today,
I would infer from the statement that the Fed is somewhat more sanguine on the economic recovery. Perhaps they believe read more
I would infer from the statement that the Fed is somewhat more sanguine on the economic recovery. Perhaps they believe that $55 oil prices are, at least for the time being, something of the past and that jobs are just improving at a moderate pace.
People are taking some comfort in results and a feeling that the economy is getting better, but there's still some read more
People are taking some comfort in results and a feeling that the economy is getting better, but there's still some caution. We need to see more evidence of a sustainable recovery. We need companies to start seeing profits more through top-line growth than just cost-cutting measures.
In both fees and commissions, they're in good shape.
In both fees and commissions, they're in good shape.
Right now, we have this positive confluence of earnings and economic news that has been propelling the market.
Right now, we have this positive confluence of earnings and economic news that has been propelling the market.
With light volume, we're going to bounce around like a ping-pong ball. I wouldn't take any moves this week as read more
With light volume, we're going to bounce around like a ping-pong ball. I wouldn't take any moves this week as a clear indication of anything.
