Related
Japan's interest rates are still low. The rate- differential story still attracts Japanese investors...
JUN KITAZAWA The market generally believes that zero interest rates will continue for the next two or three month...
KAZUYUKI KATO Solid execution in the field, a strengthening competitive position, and an improving economy contrib...
JEFF HENLEY It's not really that overseas investors are negatively reacting to Japanese stocks overall but rathe...
MITSUSHIGE AKINO The Japanese economy is improving. The outlook for the yen looks positive given Japan's economic bac...
CHRIS LOONG I think that what we have to understand now is that interest rates had been rising for a year and a ...
LOUIS HOLLAND Higher interest rates are holding back the markets.
PHILIPPE GIJSELS Investors are now accelerating buying of domestic demand-linked shares such as property developers a...
HARUKI TAKAHASHI The decline in starts shows that higher interest rates are impacting the housing market. That is a s...
JAMES CARON Higher interest rates are still a concern. My sense is that global growth should continue, but how q...
FRANKI CHUNG A good number will confirm the upward bias for interest rates and higher rates are a headwind for eq...
HANS OLSEN As the economy shows solid growth, Japanese bonds will stay one of the worst performing markets.
AKIHIKO INOUE If you believe that higher interest rates will put a brake on the economy, the whole tech sector is ...
HANS OLSEN![]()
Low interest rates are a big opportunity for investment. But the issue is that this money should go ...
CARLOS SLIM Inflation is still higher than nominal interest rates, and this is a clear sign that monetary condit...
JOSEPH TAN Strong economic figures will confirm the Japanese economy is doing better, reinforcing expectations ...
ETSUKO YAMASHITA Buying momentum for stocks is shrinking. Overseas investors are pulling their money out of Japanese ...
HAJIME YAGI It's the kind of market now where (investors) have to get out -- to lighten up, ... Interest rates a...
ELLIOT SPAR In the first half, we think interest rates are heading higher.
PETER ANDERSON We are still seeing solid jobs growth and incomes are improving. That helps demand for housing, alon...
BOB CUNNEEN The Mid-America regional economy began 2005 like a lion, but higher interest rates and elevated ener...
ERNIE GOSS The statement fueled market expectations that the Fed will further increase interest rates.
HIROKI SHIMAZU One of the main drivers right now for the market is this worry about interest rates.
BRIAN STINE Consumers, with higher energy prices and higher interest rates, are going to have cut back somewhere...
ESMAEL ADIBI No doubts, no expectations, just together.
ZOE STAPLETON I think the Fed still has no other choice but still to raise rates. I know that there's some rumors ...
MARC GABELLI People who calculated what they could afford when rates were 5.25 percent have realized their mortga...
ANTHONY HSIEH The market has every excuse in the world to be down right now -- higher oil prices, higher interest ...
EDWARD BRETSCHER![]()
The market is not focused on imbalances, but rather interest rates and in the US right now they are ...
DAVID GILMORE Right now it is a market of indecision. There's no clear theme to build on. If retail sales come in ...
ANDRE BAKHOS It confirms everyone's expectations that they'll raise rates in March. When growth is improving, you...
DARIO PERKINS The downside risks of higher interest rates and slower earnings growth are becoming greater.
ANDRE CHABOT Consumers will be squeezed with higher interest rates, which is not good news for the market general...
EDMUND SHING These numbers tell you that the economy is humming right along through the holiday season. There wil...
JEFF GLADSTEIN Strong figures on growth and inflation will reinforce expectations of higher Fed rates, supporting t...
XINYI LU The economy could slow down, and there is still uncertainty about interest rates.
GERARD CASSIDY Emerging markets have become expensive and we have reduced our exposure. One reason is that Japanese...
HANS GOETTI Our recommendation would be to go for companies that are seen benefiting most from the likely end-re...
GILBERT LOPEZ This is going to cement the case to hike interest rates. The numbers do nothing to alter the stance ...
COLEN GARROW Interest rates are now looking comparatively stable.
AK PURWAR If you are anticipating higher inflation and a rise in interest rates, it will slow down demand for ...
HENK POTTS Higher energy prices and uncertainty about interest rates as economic growth continues are making it...
PHILIPPE GIJSELS We have solid employment growth, stable interest rates and rising immigration. They are all supporti...
BOB CUNNEEN The recovery has been fueled by lower rates, and people have been so focused on that, they're losing...
ANDY ENGEL What's happening is the traditional old line industrial companies are seeing their fundamentals erod...
GREG HYMOWITZ The drop in mortgage interest rates is offsetting higher home prices, so housing affordability condi...
MARTIN EDWARDS This is coming in an environment where consumers are being challenged by higher interest rates and e...
CARL TANNENBAUM Yields are the main factor driving flows. The key factor supporting the dollar is expectation of hig...
LENA KOMILEVA People are complacent about interest rates now. There is a risk that the emerging strength of the da...
BILL EVANS People are a bit concerned with higher Treasury yields and the possibility that U.S. interest rates ...
FLAVIO DATZ Despite oft-mentioned concerns about higher energy and commodity prices, a lower growth rate for con...
DONALD A. NORMAN The economy is improving and there is a case building for the central bank to hike rates. We will lo...
IRENE CHEUNG With rates going higher, I'm staying away from the old-economy stocks.
GREG HYMOWITZ Home sales have remained surprisingly strong despite higher interest rates.
CHRISTOPHER LOW The difference between the '80s and '90s and now is that inflation and interest rates are already lo...
FRANCOIS TRAHAN When consumers are burdened with heavy debt loads, rising interest rates, higher energy costs, no pe...
BERNARD BAUMOHL We expect no change in interest rates. The market has been factoring in better interest rates for th...
JOE ROONEY This is in line with our expectation that demand for new housing would 'cool off' towards the end of...
BRIAN BETHUNE![]()
The difficulty for Mr. Obama will be when the public sees where his decisions lead - higher inflatio...
KARL ROVE Japanese and foreign investors are now rushing to unwind yen-carry positions on concerns over possib...
MASAHI HASHIMOTO In March and April, interest rates were going up very gradually, and tech investors figured Greenspa...
BERNARD BAUMOHL Interest rates matter and there are concerns about the economy. These things make the market more he...
FELIX LANTERS The question is what catalyst will get it going. My guess is more signs of a stronger economy. That ...
JOSEPH MCALINDEN Yields on Treasuries have risen and some people are thinking this signals higher interest rates in t...
MARCELO RIBEIRO The market's noting that earnings are good, the economy is doing well, and yes, interest rates will ...
BRIAN BENSCH We are still seeing buying of interest-rate-sensitive stocks. Investors believe the U.S. economy is ...
FREDERICK TSANG The market is responding very directly to interest rates as kind of a one-dimensional thing -- fearf...
GAIL DUDACK The Japanese economy hit the bottom a few years ago and now Japanese companies are thinking real har...
KAORU KOYANO This says to me that interest rates are firmly on hold. This economy is slowing down and there may b...
ALAN OSTER We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN I think what we had today was a disconnect between the stock market and the economy. The U.S. econom...
ABBY COHEN I think what we had today was a disconnect between the stock market and the economy. The U.S. econom...
ABBY JOSEPH COHEN I think what we had today was a disconnect between the stock market and the economy. The U.S. econom...
JOSEPH COHEN There are some big concerns about the U.S. economy and the stock market will struggle a bit. Interes...
FELIX LANTERS The latest current account surplus... confirmed the view that the economy is growing at a moderate p...
HIROAKI MUTO Wage and labor conditions have been a lot stronger than expected. We expect the bank to end its zero...
HIROAKI MUTO There's no doubt that the economy is emerging from deflation, and is at little risk of slipping back...
HIROAKI MUTO The latest trade figures confirm that Japan's economy is recovering steadily and modestly.
HIROAKI MUTO We had once thought Mr. Koizumi's government could meet our expectations, but it now seems we may ha...
HIROAKI MUTO Business spending is evidently strong and will remain so for the rest of the year, driving overall e...
HIROAKI MUTO The Tokyo market always takes a fall in the Nasdaq to heart.
HIROAKI MUTO The pace of consumer spending in the first half was too strong, so it will be slower in the second. ...
HIROAKI MUTO The interest rates are at its lowest point now because of the economic turmoil. People in the market...
ZENG HAN JUN If you are not able to pay down the debt, that means that the federal government is in competition w...
KENT CONRAD Employment is likely to be much weaker going forward and the jobless rate will keep rising as the ec...
JARROD KERR If interest rates aren't going any higher for a little while, then that will probably help make the ...
JUSTIN PASCOE European production could pick up in the first quarter, with Germany doing better than its neighbors...
JOERG KRAEMER The market is looking at other, more important things -- U.S. interest rates, corporate earnings, Ch...
TSUYOSHI SEGAWA I think we have expectations that are a lot higher than the level we're playing at right now.
JOE KNOWLTON The trend of higher growth, lower interest rates and the performance of past investments are factors...
JOSE OLYMPIO PEREIRA reduce the doubt in relation to our economy and create the conditions to lower interest rates,
FERNANDO HENRIQUE CARDOSO Continental is in solid financial shape. We're acquiring the right planes at the right price at the ...
LARRY KELLNER There's a little bit more caution coming into the investment outlook mostly because of fears of high...
CHRIS IGGO If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, par...
CARLOS ASILIS We have a housing valuation issue. The time is now for raising interest rates and defusing these pro...
KURT KARL You have to consider concerns about the economy and interest rates. The one time that bank stocks al...
DIANE GLOSSMAN Japanese interest rates continue to price in tightening from the Bank of Japan. We think it's a bit ...
JENS NORDVIG The proposal to establish new fuel economy standards for light trucks is just one component of the a...
JEFFREY RUNGE The jobs number was fuzzy, even though on balance it helped to perk up the market, ... Based on that...
ALAN ACKERMAN We believe that Japan's premium (price-to-earnings) multiple is justified given the lower level of i...
KATHY MATSUI
JUN KITAZAWA The market generally believes that zero interest rates will continue for the next two or three month...
KAZUYUKI KATO Solid execution in the field, a strengthening competitive position, and an improving economy contrib...
JEFF HENLEY It's not really that overseas investors are negatively reacting to Japanese stocks overall but rathe...
MITSUSHIGE AKINO The Japanese economy is improving. The outlook for the yen looks positive given Japan's economic bac...
CHRIS LOONG I think that what we have to understand now is that interest rates had been rising for a year and a ...
LOUIS HOLLAND Higher interest rates are holding back the markets.
PHILIPPE GIJSELS Investors are now accelerating buying of domestic demand-linked shares such as property developers a...
HARUKI TAKAHASHI The decline in starts shows that higher interest rates are impacting the housing market. That is a s...
JAMES CARON Higher interest rates are still a concern. My sense is that global growth should continue, but how q...
FRANKI CHUNG A good number will confirm the upward bias for interest rates and higher rates are a headwind for eq...
HANS OLSEN As the economy shows solid growth, Japanese bonds will stay one of the worst performing markets.
AKIHIKO INOUE If you believe that higher interest rates will put a brake on the economy, the whole tech sector is ...
HANS OLSEN
Low interest rates are a big opportunity for investment. But the issue is that this money should go ... CARLOS SLIM Inflation is still higher than nominal interest rates, and this is a clear sign that monetary condit...
JOSEPH TAN Strong economic figures will confirm the Japanese economy is doing better, reinforcing expectations ...
ETSUKO YAMASHITA Buying momentum for stocks is shrinking. Overseas investors are pulling their money out of Japanese ...
HAJIME YAGI It's the kind of market now where (investors) have to get out -- to lighten up, ... Interest rates a...
ELLIOT SPAR In the first half, we think interest rates are heading higher.
PETER ANDERSON We are still seeing solid jobs growth and incomes are improving. That helps demand for housing, alon...
BOB CUNNEEN The Mid-America regional economy began 2005 like a lion, but higher interest rates and elevated ener...
ERNIE GOSS The statement fueled market expectations that the Fed will further increase interest rates.
HIROKI SHIMAZU One of the main drivers right now for the market is this worry about interest rates.
BRIAN STINE Consumers, with higher energy prices and higher interest rates, are going to have cut back somewhere...
ESMAEL ADIBI No doubts, no expectations, just together.
ZOE STAPLETON I think the Fed still has no other choice but still to raise rates. I know that there's some rumors ...
MARC GABELLI People who calculated what they could afford when rates were 5.25 percent have realized their mortga...
ANTHONY HSIEH The market has every excuse in the world to be down right now -- higher oil prices, higher interest ...
EDWARD BRETSCHER
The market is not focused on imbalances, but rather interest rates and in the US right now they are ... DAVID GILMORE Right now it is a market of indecision. There's no clear theme to build on. If retail sales come in ...
ANDRE BAKHOS It confirms everyone's expectations that they'll raise rates in March. When growth is improving, you...
DARIO PERKINS The downside risks of higher interest rates and slower earnings growth are becoming greater.
ANDRE CHABOT Consumers will be squeezed with higher interest rates, which is not good news for the market general...
EDMUND SHING These numbers tell you that the economy is humming right along through the holiday season. There wil...
JEFF GLADSTEIN Strong figures on growth and inflation will reinforce expectations of higher Fed rates, supporting t...
XINYI LU The economy could slow down, and there is still uncertainty about interest rates.
GERARD CASSIDY Emerging markets have become expensive and we have reduced our exposure. One reason is that Japanese...
HANS GOETTI Our recommendation would be to go for companies that are seen benefiting most from the likely end-re...
GILBERT LOPEZ This is going to cement the case to hike interest rates. The numbers do nothing to alter the stance ...
COLEN GARROW Interest rates are now looking comparatively stable.
AK PURWAR If you are anticipating higher inflation and a rise in interest rates, it will slow down demand for ...
HENK POTTS Higher energy prices and uncertainty about interest rates as economic growth continues are making it...
PHILIPPE GIJSELS We have solid employment growth, stable interest rates and rising immigration. They are all supporti...
BOB CUNNEEN The recovery has been fueled by lower rates, and people have been so focused on that, they're losing...
ANDY ENGEL What's happening is the traditional old line industrial companies are seeing their fundamentals erod...
GREG HYMOWITZ The drop in mortgage interest rates is offsetting higher home prices, so housing affordability condi...
MARTIN EDWARDS This is coming in an environment where consumers are being challenged by higher interest rates and e...
CARL TANNENBAUM Yields are the main factor driving flows. The key factor supporting the dollar is expectation of hig...
LENA KOMILEVA People are complacent about interest rates now. There is a risk that the emerging strength of the da...
BILL EVANS People are a bit concerned with higher Treasury yields and the possibility that U.S. interest rates ...
FLAVIO DATZ Despite oft-mentioned concerns about higher energy and commodity prices, a lower growth rate for con...
DONALD A. NORMAN The economy is improving and there is a case building for the central bank to hike rates. We will lo...
IRENE CHEUNG With rates going higher, I'm staying away from the old-economy stocks.
GREG HYMOWITZ Home sales have remained surprisingly strong despite higher interest rates.
CHRISTOPHER LOW The difference between the '80s and '90s and now is that inflation and interest rates are already lo...
FRANCOIS TRAHAN When consumers are burdened with heavy debt loads, rising interest rates, higher energy costs, no pe...
BERNARD BAUMOHL We expect no change in interest rates. The market has been factoring in better interest rates for th...
JOE ROONEY This is in line with our expectation that demand for new housing would 'cool off' towards the end of...
BRIAN BETHUNE
The difficulty for Mr. Obama will be when the public sees where his decisions lead - higher inflatio... KARL ROVE Japanese and foreign investors are now rushing to unwind yen-carry positions on concerns over possib...
MASAHI HASHIMOTO In March and April, interest rates were going up very gradually, and tech investors figured Greenspa...
BERNARD BAUMOHL Interest rates matter and there are concerns about the economy. These things make the market more he...
FELIX LANTERS The question is what catalyst will get it going. My guess is more signs of a stronger economy. That ...
JOSEPH MCALINDEN Yields on Treasuries have risen and some people are thinking this signals higher interest rates in t...
MARCELO RIBEIRO The market's noting that earnings are good, the economy is doing well, and yes, interest rates will ...
BRIAN BENSCH We are still seeing buying of interest-rate-sensitive stocks. Investors believe the U.S. economy is ...
FREDERICK TSANG The market is responding very directly to interest rates as kind of a one-dimensional thing -- fearf...
GAIL DUDACK The Japanese economy hit the bottom a few years ago and now Japanese companies are thinking real har...
KAORU KOYANO This says to me that interest rates are firmly on hold. This economy is slowing down and there may b...
ALAN OSTER We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN I think what we had today was a disconnect between the stock market and the economy. The U.S. econom...
ABBY COHEN I think what we had today was a disconnect between the stock market and the economy. The U.S. econom...
ABBY JOSEPH COHEN I think what we had today was a disconnect between the stock market and the economy. The U.S. econom...
JOSEPH COHEN There are some big concerns about the U.S. economy and the stock market will struggle a bit. Interes...
FELIX LANTERS The latest current account surplus... confirmed the view that the economy is growing at a moderate p...
HIROAKI MUTO Wage and labor conditions have been a lot stronger than expected. We expect the bank to end its zero...
HIROAKI MUTO There's no doubt that the economy is emerging from deflation, and is at little risk of slipping back...
HIROAKI MUTO The latest trade figures confirm that Japan's economy is recovering steadily and modestly.
HIROAKI MUTO We had once thought Mr. Koizumi's government could meet our expectations, but it now seems we may ha...
HIROAKI MUTO Business spending is evidently strong and will remain so for the rest of the year, driving overall e...
HIROAKI MUTO The Tokyo market always takes a fall in the Nasdaq to heart.
HIROAKI MUTO The pace of consumer spending in the first half was too strong, so it will be slower in the second. ...
HIROAKI MUTO The interest rates are at its lowest point now because of the economic turmoil. People in the market...
ZENG HAN JUN If you are not able to pay down the debt, that means that the federal government is in competition w...
KENT CONRAD Employment is likely to be much weaker going forward and the jobless rate will keep rising as the ec...
JARROD KERR If interest rates aren't going any higher for a little while, then that will probably help make the ...
JUSTIN PASCOE European production could pick up in the first quarter, with Germany doing better than its neighbors...
JOERG KRAEMER The market is looking at other, more important things -- U.S. interest rates, corporate earnings, Ch...
TSUYOSHI SEGAWA I think we have expectations that are a lot higher than the level we're playing at right now.
JOE KNOWLTON The trend of higher growth, lower interest rates and the performance of past investments are factors...
JOSE OLYMPIO PEREIRA reduce the doubt in relation to our economy and create the conditions to lower interest rates,
FERNANDO HENRIQUE CARDOSO Continental is in solid financial shape. We're acquiring the right planes at the right price at the ...
LARRY KELLNER There's a little bit more caution coming into the investment outlook mostly because of fears of high...
CHRIS IGGO If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, par...
CARLOS ASILIS We have a housing valuation issue. The time is now for raising interest rates and defusing these pro...
KURT KARL You have to consider concerns about the economy and interest rates. The one time that bank stocks al...
DIANE GLOSSMAN Japanese interest rates continue to price in tightening from the Bank of Japan. We think it's a bit ...
JENS NORDVIG The proposal to establish new fuel economy standards for light trucks is just one component of the a...
JEFFREY RUNGE The jobs number was fuzzy, even though on balance it helped to perk up the market, ... Based on that...
ALAN ACKERMAN We believe that Japan's premium (price-to-earnings) multiple is justified given the lower level of i...
KATHY MATSUI
