Rising long rates threaten the bellwether housing industry as well as consumer spending. The higher [bond] returns begin to compete with stocks for institutional affection.


Larry Wachtel

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Our real big concern is that the combination of rising bond yields, sustained high energy prices and...
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The onset of 2005 bodes well for the housing industry. Long-term mortgage rates are currently below ...
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This is in line with our expectation that demand for new housing would 'cool off' towards the end of...
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The strength of the housing market this year continues to surprise, despite rising home prices and s...
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Despite oft-mentioned concerns about higher energy and commodity prices, a lower growth rate for con...
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It's hard to sustain a bond market rally with stocks doing as well as they're doing.
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As long as they are rising, the ECB tends to raise interest rates.
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Rising fuel prices will keep a lid on consumer spending for some time, slowing economic growth. The ...
SHANE OLIVER
Rising interest rates are considered bad for stocks because they raise the cost of doing business an...
ALEX BERENSON
As long as the consumer confidence remains positive, which it is, you are going to see continued con...
FAROOQ KATHWARI
Our business is more impacted by consumer confidence than even a little spike in the interest rates ...
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The higher that rates go from here, the more the bond market needs to respond to them. The bond mark...
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Consumer spending is likely to ease off slightly as some saturation starts to set in, real income gr...
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Fukui's remarks today fueled speculation that the end of the policy could come as soon as March. Wit...
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If rates move up, housing will move down. But as long as we see relatively low interest rates and em...
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Weaker consumer spending backs the case for interest rates on hold.
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As long as low rates remain, housing is going to continue to do better than expected,
GREGORY GIEBER
With rates going higher, I'm staying away from the old-economy stocks.
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One of our concerns is rising interest rates, and that, as you can imagine, for a bond issue this si...
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We are starting to see a change in consumer behavior. Consumers are cutting back because of high pri...
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Lower rates should stimulate other consumer areas. We think building materials, as a result of conti...
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The seasonally adjusted annual (industry-wide) sales rate in the last six months has exceeded 18 mil...
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It's not really that overseas investors are negatively reacting to Japanese stocks overall but rathe...
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Typically stocks don't do well in the face of rising interest rates so I don't think anyone is going...
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It's pretty clear that housing is slowing. Rising mortgage rates and the very fast rising homes pric...
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The real goal should be reduced government spending, rather than balanced budgets achieved by ever r...
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As long as housing prices don't go down, consumers have more equity they can borrow against. If mort...
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Increasing home prices and the ability of consumers to cash out their growing home equity has been a...
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We're still seeing some rotation into more cyclical stocks ... such as consumer products makers, and...
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The consumer is not on a spending binge - consumer spending has moderated and I don't think there's ...
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The current yield level is attractive enough and we can expect some buying. Additional evidence to s...
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Acceleration in U.S. growth and rising energy costs will likely translate into higher long-term [int...
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Acceleration in U.S. growth and rising energy costs will likely translate into higher long-term [int...
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Generally, a rising trend in rates is bearish for stocks; a falling trend is bullish.
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PETER BOOCKVAR
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As long as U.S. rates are rising you've got this double-whammy effect of spare cash looking for yiel...
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When economies do well, stocks do well so people have higher prices to use as currency.
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Energy price volatility is taking its toll on consumer confidence, as is the prospect of higher [int...
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Also the good news out of Asia is continuing to push other resources stocks higher, metals prices ar...
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Longer-term rates will not rise dramatically as long as the Fed keeps the short-term policy rate at ...
DAVID KOTOK
As long as the Fed keeps raising rates, yields are going to move higher. The Fed decision definitely...
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Worries of a housing-led consumer spending bust are overblown.
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Oil continues to dominate trade, with crude at or near the highs. Worries remain about how high pric...
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The shorter the time until maturity, the less impact rising rates will have on bond prices.
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The cooling U.S. housing sector should apply a dampener to consumer spending as 2005-2006 unfolds, b...
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A rebound today will allay fears the consumer sector is continuing to struggle. The improvement in t...
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This is too much reality for a Friday.
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In reality, it won't matter as much because other elements like spending and consumer sentiment look...
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There's no need to cut interest rates to stimulate consumer demand or investment spending.
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Higher interest rates are beginning to take a toll on how people view their finances. Mortgage rates...
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This bond will help keep utility rates for our residents as low as we can make them,
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Investors have started selling real estate stocks on speculation higher interest rates in Japan will...
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The decline in starts shows that higher interest rates are impacting the housing market. That is a s...
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It was no great surprise that housing starts rose for the second time in three months since mortgage...
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On a year-on-year basis, before this number was released, housing starts are down 11 percent. So you...
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Long-bond buyers aren't afraid of inflation or increased interest rates, the way short-term bond buy...
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The increase in oil prices is going to be problematic to the consumer as well as higher home heating...
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The weather is cooperating and helping us replenish supplies. The speculative frenzy that followed t...
MICHAEL FITZPATRICK
If the past is any guide, the effect of rising interest rates is likely to be felt most visibly in h...
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Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails...
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The slowdown in UK GDP growth is mainly being driven by sharply lower growth in household consumptio...
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Probably the most critical impact of higher energy prices is their ability to weaken consumer spendi...
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The best auction will be the long bond. We expect great demand from overseas accounts in the long bo...
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The possibility of rising interest rates worries investors. For many companies there is a direct eff...
FELIX LANTERS
King's comments are consistent with rates remaining on hold for the foreseeable future. House prices...
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Spending follows income, and as long as both of them are going up, that's good for the consumer. The...
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These stocks have been tied to the computing market for the past few years but now that you have con...
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Concerns about inflation are well tempered by concerns about how quickly economic growth will be und...
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DAVE GILMORE
So long as nuclear weapons continue to exist, so will the temptation to threaten others with overwhe...
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Rates for long term CDs (terms of 12 months and longer) are typically driven by the activity in the ...
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My problem with new writers is that it takes me five or six years to memorise the right names.
LARRY NIVEN
I've got five or six unpublished stories kicking around looking for somebody to buy them.
LARRY NIVEN
In general, I don't know when inspiration will pop up.
LARRY NIVEN
We should not have assumed that a political space station could be built.
LARRY NIVEN
I'm not predicting; I just love playing with superconductors.
LARRY NIVEN
I love superconductors.
LARRY NIVEN
Treat your life like something to be sculpted.
LARRY NIVEN
I've spent a lot of my life among people brighter than myself.
LARRY NIVEN
I'd visit the near future, close enough that someone might want to talk to Larry Niven and can f...
LARRY NIVEN
I don't have a strong interest in history.
LARRY NIVEN
Anything beats an expensive stack of paper.
LARRY NIVEN
We're looking as far ahead as we can, and we don't get penalized for mistakes.
LARRY NIVEN
I'd repair our education system or replace it with something that works.
LARRY NIVEN
I do suspect that privacy was a passing fad.
LARRY NIVEN
I never got good at predicting what millions of people will suddenly decide is rational.
LARRY NIVEN
As for AIDS, it's a plague. We are human, we get plagues. They come along every so often, kill o...
LARRY NIVEN
Bruce Sterling is one terrific writer and he's relatively new, but I don't know how long he&...
LARRY NIVEN
Building one space station for everyone was and is insane: we should have built a dozen.
LARRY NIVEN
In hindsight it may even seem inevitable that a socialist society will starve when it runs out of ca...
LARRY NIVEN
Everything starts as somebody's daydream.
LARRY NIVEN
The dinosaurs became extinct because they didn't have a space program.
LARRY NIVEN
I was asleep, in the upstairs bedroom, in the rear of the house. There was this tremendous crash, th...
LARRY MILLER
Manufacturers are making products kosher to get in on that market, plus more people are looking for ...
LARRY MILLER
Women say they have sexual thoughts too. They have no idea. It's the difference between shooting...
LARRY MILLER
Members of the Academy are mostly urban people. We are an urban nation. We are not a rural nation. I...
LARRY MCMURTRY
Self-parody is the first portent of age.
LARRY MCMURTRY
Americans don't want cowboys to be gay.
LARRY MCMURTRY
You expect far too much of a first sentence. Think of it as analogous to a good country breakfast: w...
LARRY MCMURTRY
If we know anything about man, it's that he's not pacific. The temptation to butcher anyone ...
LARRY MCMURTRY
True maturity is only reached when a man realizes he has become a father figure to his girlfriends&#...
LARRY MCMURTRY
No illusion is more crucial than the illusion that great success and huge money buy you immunity fro...
LARRY MCMURTRY