The U.S. economy is very resilient and the Fed will raise rates at least two more times next year. The presence of oil money and foreign central banks has put a cap on long-term yields.
Yoshitaka Majima
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The Fed will raise rates at least two more times and probably more than that.
JAMES BIANCO I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ...
KELLY JONES There's more upside risk on the dollar as the rate differential still attracts buyers. The U.S. econ...
JUN KITAZAWA Strong U.S. economic data will put a brake on the dollar's downward trend, which was triggered by th...
KAZUHIRO NISHINA I think the Fed is going to raise interest rates over the rest of this year. I think it will go up a...
FRANKLIN RAINES I think on the margin the U.S. data makes currency traders more hesitant to put on strong positions....
ANTON PIL Foreign central banks will continue to buy Treasuries, so I am a little bullish. Yields may drop bel...
SATOSHI ASAI Strong US economic data will put a brake on the dollar's downward trend, which was triggered by the ...
KAZUHIRO NISHINA The evidence supports the view that economic fundamentals have steadied in the U.S. and the dollar m...
TETSU AIKAWA There's no sign of the economy slowing down and Fed officials should continue to be hawkish. It's a ...
YASUTOSHI NAGAI Those who expect further rate hikes can note that the real Fed Funds rate has yet to reach at least ...
ASHRAF LAIDI Bond yields in Canada should go up. The economy is very robust and producing at full capacity, and t...
MICHAEL HERRING I am still a little bit bearish. The market thinks the U.S. economy is strong. Treasuries are still ...
HIROYUKI YAMADA We anticipate the Fed will continue to raise rates at least at the next two meetings. The report doe...
DAVID GLOCKE This good news broke expectations that the Fed will raise rates at its next meeting.
FABIO LARA If inflation gets out of hand, the Fed will have to raise interest rates more than is envisioned rig...
ALLEN SINAI The world's central banks have certainly decided U.S. Treasury notes are a better long term investme...
WAYNE ANGELL All of a sudden there's a big stimulus to the economy - interest rates are down, money supply has gr...
BOB TURNER Investors can't really take risks and buy bonds because yields are on a gradual rising trend. The ce...
AKITO FUKUNAGA At this juncture that (low long-term rate level) is not an overly worrisome thing, but if (Fed polic...
BRIAN WESBURY At this juncture that (low long-term rate level) is not an overly worrisome thing, but if (Fed polic...
BRIAN WESBURY U.S. durable goods orders suggest the (U.S. Federal Reserve) is almost certain to raise interest rat...
AKIFUMI UCHIDA The Fed is a price fixer; it fixes the price of short-term credit. If there's an increase in demand ...
PAUL KASRIEL We believe they'll hike rates at least one or two more times. Expectations the Fed will be vigilant ...
JOSE MAZAS Sometimes that difference between short-term rates and long-term rates expands and sometimes it narr...
GREG MCBRIDE Wages aren't at a level that's going to prompt the central bank to raise interest rates. We forecast...
JOSEPH CAPURSO Oil continues to dominate trade, with crude at or near the highs. Worries remain about how high pric...
JOE SUNDERMAN Higher oil prices will raise material costs and that is a blow to the U.S. economy. Exporters are th...
ATSUSHI OSA There could be an increase in the risk premium if global interest rates rise. But foreign investors ...
HANS GOETTI He's likely to make more bullish comments on the economy and deflation. That will put upward pressur...
TOMOKO FUJII Corporate leaders have indicated to the Fed that, right now, the outlook is murky. Long term, the Fe...
ALLEN JACOBSON If you look at the record, at how the U.S. has weathered shocks, we have a very, very resilient econ...
HARVEY ROSENBLUM Most people expect that the Fed will hike short-term rates more than the 10-year (yield) will go up ...
JAY BRYSON The Fed will hike at least once more, and there won't be a significant slowdown in the second half o...
MICHAEL MARKOVIC Last Friday's unexpectedly weak employment report caused interest rates on long-term Treasury bonds ...
AMY CUTTS Last Friday's unexpectedly weak employment report caused interest rates on long-term Treasury bonds ...
AMY CREWS CUTTS The share of purchases from foreign investors, including central banks, may decrease as a narrow spr...
TADASHI TSUKAGUCHI Longer-term rates will not rise dramatically as long as the Fed keeps the short-term policy rate at ...
DAVID KOTOK I think the Fed still has no other choice but still to raise rates. I know that there's some rumors ...
MARC GABELLI The inflation data we will see this week and next will support the view the Fed can keep on hiking a...
HIDEHIKO MAEJIMA At the moment there is not a broad-based systemic inflation problem bubbling up in the economy. The ...
JOSEPH MCALINDEN Long-term mortgage rates will more than likely rise over the next few months, albeit modestly compar...
FRANK NOTHAFT The Fed has been singularly unsuccessful in cooling down the hot U.S. housing market, primarily beca...
NARIMAN BEHRAVESH These numbers tell you that the economy is humming right along through the holiday season. There wil...
JEFF GLADSTEIN Economic confidence is weak because of high oil prices, but all that will change once oil is back do...
DAVID BROWN We are starting to price in the possibility of increasing inflationary pressures when making decisio...
MASAYUKI YOSHIHARA We expect the combination of solid economic growth and higher inflation risks to push the Fed to rai...
COLIN LUNDGREN The minutes didn't change the outlook for the interest rate moves priced into the market. The Fed is...
MICHAEL DARDA Employment growth will keep the economy going and the bond market will be susceptible to the strengt...
HIDEHIKO MAEJIMA Those high oil prices are a burden on U.S. families, on firms' production costs. But the good news i...
BEN S. BERNANKE As long as the Fed keeps raising rates, yields are going to move higher. The Fed decision definitely...
JOSEPH SHATZ The market is looking at other, more important things -- U.S. interest rates, corporate earnings, Ch...
TSUYOSHI SEGAWA The U.S. labor market continues to tighten and the implication is the Fed will need to raise rates. ...
GAVIN FRIEND The short-term interest-rate level at 4.25 on fed funds provides mortgage rates which definitely won...
KIT JUCKES If Fed Funds were expected to rise in the future, the curve would be positive with intermediate and ...
BILL GROSS Previously the Fed had a reason to raise rates. There is no compelling reason to raise rates at the ...
JOE CARSON The Obama administration, seemingly without any concern or worry, funneled money around U.S. law thr...
JEFF DUNCAN Many market players already think the ECB will raise interest rates in March and then several more t...
AKIFUMI UCHIDA You can buy two-years and finance them for the next six months if you don't think the Fed is going t...
DAVID WINTER The European economy is on course for a good recovery and the ECB is likely to raise rates to 2.75 p...
MASAFUMI YAMAMOTO The bond market had been worried that we were near full employment and wage pressure would pick up a...
MAURY HARRIS The Fed will continue to raise interest rates. We think they will do so twice more.
KATHLEEN STEPHANSEN The picture is not altogether clear that we have definitely reached the peak in short-term U.S. inte...
EDWARD MENASHY We are still seeing buying of interest-rate-sensitive stocks. Investors believe the U.S. economy is ...
FREDERICK TSANG I'm really more concerned that the economy is taking up slack resources. That could be a little bit ...
CHRIS RUPKEY Long term, I don't think the economy of New Orleans will be the same for at least 10 years.
GENE INGLE Chairman Greenspan's comments went further than previous Fed commentary on recognizing the degree of...
WAYNE ANGELL Strong figures will boost expectations of higher growth in consumer spending in the U.S.. That will ...
YUJI SAITO There is a good chance that the Fed won't raise rates on Sept. 20 but in doing so they are likely re...
IAN GUNNER Today's inflation figures will reinforce the belief that the Fed only has one or two more interest-r...
PAUL ASHWORTH The Fed is going to raise rates tomorrow, so it makes sense for the two-year yield to rise to 4.75 p...
ALEX LI Broaddus just reminded everyone that the Fed is going to raise rates. He is clear that the inflation...
DOMINIC KONSTAM If the U.S. Fed cuts rates soon, maybe in the next 72 hours, the next couple of days, the ECB will h...
ADOLF ROSENSTOCK If the U.S. Fed cuts rates soon, maybe in the next 72 hours, the next couple of days, the ECB will h...
ADOLF ROSENSTOCK Long-term U.S. interest rates have risen as the market has started to price in the likelihood that t...
MASAMICHI KOIKE thoughtful, secular approach to the chairmanship, focused on the long-term evolution of the U.S. and...
BILL GROSS The Fed will be concerned about inflation pressures building and will keep on hiking interest rates....
INDRAJIT ADVANI This week's data releases will suggest that the U.S. economy is, and will remain, very strong. There...
BERNARD WALSCHOTS High oil prices may raise inflation but longer-term it's negative for growth and that's how the Fed ...
DAVID MANN Empathy is the new measurement of everything. It doesn't matter what religion you have, what God you...
C. JOYBELL C. The market is more focused on the bigger trends we have seen of late, and that is concerns about inf...
PETER BOOCKVAR This is a unique meeting, because the Fed has to strike a balance between keeping prices under contr...
CHRIS BURDICK We continue to be in this trading range, at the lower end right now, ... The only catalysts that can...
JOSEPH BATTIPAGLIA Going forward, we expect the economy to show positive year-on-year and seasonally adjusted rates in ...
MICHAEL GAVIN We need a balanced, long term energy policy to reduce our dependence on foreign oil and preserve the...
HEATHER WILSON The Fed itself seems content to wait at least until after the elections if the not to the end of the...
ELIZABETH MACKAY The Fed made it reasonably clear they will raise rates again. The Fed is impacting the Dow stocks an...
ALAN KRAL The dollar is going to prove resilient, and we could see further gains. Higher rates have supported ...
NEIL MACKINNON It shows growth for the U.S. economy but also points that the Fed will keep raising rates. Growth is...
EDWIN SLAGHEKKE The central bank has identified the triggers that will make it raise rates. We don't think those thi...
ANNETTE BEACHER The economy is strong but not too strong. The right thing for the Fed to do is stay on track and rai...
DAVID KELLY At some point next year I do anticipate the Fed is going to take back some of the liquidity it pumpe...
DON GALANTE I'll find you, don't worry. My body won't be with you all the time, but you'll always have my heart....
P.C. CAST Acceleration in U.S. growth and rising energy costs will likely translate into higher long-term [int...
AMY CUTTS Acceleration in U.S. growth and rising energy costs will likely translate into higher long-term [int...
AMY CREWS CUTTS The BOJ is expected to end its so-called quantitative easing policy of flooding the economy with cas...
TOMOKO FUJII The U.S. economy is a very strong economy; if there is a sudden cutoff of Saudi oil, and Americans s...
AMY JAFFE The U.S. economy is a very strong economy; if there is a sudden cutoff of Saudi oil, and Americans s...
AMY MYERS JAFFE Strong figures on growth and inflation will reinforce expectations of higher Fed rates, supporting t...
XINYI LU We need clear evidence that the economy is growing very strongly for the Fed to raise rates above 4....
BRIAN ROSE