Matthew Alexy ( 10 of 10 )
We see high growth with very low inflation. These aren't mutually exclusive. You have to remember the high growth that read more
We see high growth with very low inflation. These aren't mutually exclusive. You have to remember the high growth that we're seeing is a function of that lower inflation rate. If we had inflation at 3 or 4 percent, growth would be a lot slower.
The market has not stabilized yet.
The market has not stabilized yet.
The bond market is very excited about this inflation data.
The bond market is very excited about this inflation data.
Everything is going down: the price of the dollar, the price of stocks, the price of bonds.
Everything is going down: the price of the dollar, the price of stocks, the price of bonds.
Obviously, there's quite a lot of concern about what's going on around the world. Greed has been replaced by fear. read more
Obviously, there's quite a lot of concern about what's going on around the world. Greed has been replaced by fear. There's not much rationality in a greed environment and there's not much rationality in a fear environment.
The immediate reaction was a pretty big move in rates after he suggested that there is a risk overseas troubles read more
The immediate reaction was a pretty big move in rates after he suggested that there is a risk overseas troubles will hit the U.S..
We are seeing the long bond tell us that the Fed's decision was proper from an inflation perspective. Long-term interest read more
We are seeing the long bond tell us that the Fed's decision was proper from an inflation perspective. Long-term interest rates are coming down slightly, moving from 7 percent to about 6.95 percent at the this point in time. So the market isn't worried about inflation. The market thinks the Fed's decision was right.
It probably occurred a while ago. I don't think it has had a big impact.
It probably occurred a while ago. I don't think it has had a big impact.
I think yesterday was the biggest part of it. But if you find out there are going to be some read more
I think yesterday was the biggest part of it. But if you find out there are going to be some proceedings, some impeachment proceedings, that could have a major effect.
When you start getting involved in bond math it gets complicated. (But) if you don't understand how it works you read more
When you start getting involved in bond math it gets complicated. (But) if you don't understand how it works you should do your homework.
