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We are seeing more signs that inflation is well contained and that is good for Treasuries. We are re...
HIROKI SHIMAZU Treasuries are expensive at these levels given that the Fed is still going to raise interest rates. ...
HIROYUKI YAMADA We are planning to buy Treasuries and the consumer price report reinforced our views that U.S. notes...
SATOSHI ASAI Inflation is under control and inflationary pressures are subdued. We are looking for opportunities ...
MASAYUKI YOSHIHARA This is a chance to buy and we are increasing our exposure. Inflation is under control and that make...
MASAYUKI SENDA Ten-year Treasuries are very close to the yield level at which we plan to buy. We prefer the 10-year...
SATOSHI ASAI The Fed is not finished yet in raising interest rates. Investors are still cautious on inflation and...
YOSHIHIRO ISHIDA We are increasingly bullish on Treasuries because of where yields are. We are looking to buy more wh...
MASAYUKI SENDA We've seen purchases of bonds receding. Investors cannot be bullish on Treasuries until the Fed stop...
YOSHITAKA MAJIMA A 25-basis-point increase is already more than priced in and we are all looking forward to what the ...
JAVIER ANGULO![]()
The Federal Reserve can only buy Treasuries and agencies, and moreover quantitative easing typically...
BEN BERNANKE Treasuries can still fall some more. Some people are worried about the outlook for inflation because...
MASATSUGU YAMAMOTO We are still keeping our bullish view on Treasuries. We expect to see Treasury yields peak soon.
AKIRA TAKEI Foreign central banks will continue to buy Treasuries, so I am a little bullish. Yields may drop bel...
SATOSHI ASAI There's a good chance the Fed will raise tomorrow and change their language to indicate rates are on...
JOHN MASKELL There is some room for the market to rally in the next few weeks. We are looking for opportunities t...
MASATSUGU YAMAMOTO Treasuries remain under pressure and only weaker-than-expected data seem likely to reverse the curre...
CYRIL BEUZIT Durable goods orders tend to be a more prominent leading indicator. I expect a weaker number, so I a...
AKIRA TAKEI Durable goods order tends to be a more prominent leading indicator. I expect a weaker number, so I a...
AKIRA TAKEI There were rumors China may revalue its currency in March. Based on that rumor, people are assuming ...
FRANK HSU There are shifting expectations on whether the Fed will pause or not after its meeting next week. Si...
CRAIG CHAN The market is moderating its inflation expectations. It's a good time to get into U.S. Treasuries.
ALEX ROHNER This is a good level to buy Treasuries. We're looking for opportunities to extend the duration of ou...
SATOSHI ASAI I am still a little bit bearish. The market thinks the U.S. economy is strong. Treasuries are still ...
HIROYUKI YAMADA The stock market is not making it any easier for Treasuries to fall.
PAUL HORRMANN It brings it back to oil. As long as energy is making new highs, Treasuries will rally.
GEORGE GONCALVES Inflation is still a threat when U.S. economic growth is relatively strong. It will weigh down Treas...
MASAYUKI SENDA We've got a lot of supply so that's putting Treasuries onto a bearish footing. People aren't expecti...
CHRISTOPH RIEGER Treasuries are near the levels where investors think they offer value. Core inflation looks calm, so...
MASAYUKI YOSHIHARA We are still cautious about Treasuries because global interest rates are rising. I'll wait before bu...
MASAYUKI SENDA The likelihood of faster inflation means we have to be very cautious about holding Treasuries.
MASAYUKI SENDA If under these circumstances the F.O.M.C. is prepared to keep going, then this means that the commit...
EDWARD MCKELVEY We are still a bit bearish on Treasuries. The economy is doing well.
HIROYUKI YAMADA If we get evidence of inflation pushing up beyond the levels we've seen already, then it's game on f...
ANTHONY O'BRIEN A short-term pop in dividend stocks is not likely. The market has re-priced these stocks over the pa...
JAMES DENNEY Yields on Treasuries have risen and some people are thinking this signals higher interest rates in t...
MARCELO RIBEIRO The US treasuries are declining in price but our comparative benchmark is not moving so the spread i...
ROLAND AVANTE Pressure from bunds is working its way into the Treasury market. Bunds and Treasuries are moving han...
GERALD LUCAS This economy has a lot of momentum and seems intent on challenging the Fed to keep in under control....
CARL TANNENBAUM The Fed is still looking at inflation. Katrina is certainly going to have some negative impact on th...
BRIAN STINE Five-year Treasuries should continue to attract buyers. We can expect the auction to go well, and th...
CYRIL BEUZIT If figures in the jobs data are stronger than expected, 10-year treasuries could rise to 5 percent w...
HIROKI SHIMAZU With inflation really under control and deflation at producer price levels, I don't think they'll do...
PETER CANELO We don't see the Fed stopping before the second half of 2006. We are recommending investors sell Tre...
YASUTOSHI NAGAI In the short-term, we wouldn't want to oppose this move, and it could go a little further. There's n...
ANDY CHAYTOR![]()
if those [people] are holders of government bonds based upon a benign outlook for inflation, they ha...
BILL GROSS The longer you see energy prices at these levels, the more likely it seeps into broader measures of ...
BILL DAVISON Japanese investors are going into Treasuries. The dollar is going to be very well supported.
LUKE WADDINGTON He's likely to make more bullish comments on the economy and deflation. That will put upward pressur...
TOMOKO FUJII The market is seeing a dream run. The runaway rally is not showing any signs of fatigue despite fore...
DEEPAK SHAH Longer-term rates will not rise dramatically as long as the Fed keeps the short-term policy rate at ...
DAVID KOTOK What surprises me, what amazes me, is that it seems the military people were expecting to stumble on...
HANS BLIX There is no sign of the economy slowing and that's bad for the Treasury market. We're not expecting ...
HIROKI SHIMAZU I do not expect core inflation to rise much above these levels. But were it to do so, this would sea...
PAUL ASHWORTH The council's debt levels in the near term are likely to remain at levels consistent with the curren...
DANIELLE WESTWATER The U.S. Treasury market will outperform their European counterparts. The yield spread is making Tre...
AKIRA TAKEI The long end of the curve is very cheap. We are maintaining our long duration position in Treasuries...
AKIRA TAKEI Any possible move out of Treasuries by the Chinese will lead to a weaker dollar.
JAN LAMBREGTS The upside of Treasuries is looking heavy given the looming auctions.
MASAYUKI YOSHIHARA We believe they'll hike rates at least one or two more times. Expectations the Fed will be vigilant ...
JOSE MAZAS We're starting to have a more positive scenario, where investors are resuming their bets that emergi...
EDUARDO COTRIM The markets could correct up to 20 percent over the long-term. I'm not looking at any more levels. T...
ANDREW HOLLAND The inversion of the curve could continue certainly well into the second quarter. It depends on the ...
DON ALEXANDER![]()
How do you know if something is real? That’s easy. Does it change you? Does it form you? Does it g...
C. JOYBELL C. Historically a flat or inverted yield curve is bad news for the market but I don't think that is the...
BRIAN STINE The drop-off in Treasuries can't be ignored. That is contributing to weaker sentiment in Japanese bo...
HIROAKI TAKAI The near term gyrations in the dollar are more keyed in to the TICS data, and the revised view that ...
MIKE CAREY The continued stability of the composite index at a relatively high 74, along with the improvement i...
DON NORMAN One reason we are seeing some volatility is that there are nervous bond investors who own Treasuries...
ANTON PIL High oil prices may raise inflation but longer-term it's negative for growth and that's how the Fed ...
DAVID MANN Japanese investors are buying the dollar to purchase overseas assets, such as Treasuries.
LUKE WADDINGTON It's not that jurors make up their minds at the opening. At that time, jurors get to see what each s...
PETER HOFFMAN It's not going to affect monetary policy. The Fed is forward looking. The change is at the low end o...
GARY SCHLOSSBERG![]()
While both these statements refer to eggs, the main difference between these two rather irking state...
CHRISTINA ENGELA The markets were wrong in the first place to worry about inflation, ... will not let inflation run o...
GEOFFREY DENNIS It looks like inflation there (United States) is more under control than before.
JULIO MORA Asian central banks have been huge buyers of Treasuries, so if they're going to be buying less to ho...
DARIUSZ KOWALCZYK Any surprises in the January CPI data from Bavaria and Brandenburg will clearly influence short-term...
MARC OSTWALD While we can be somewhat blase about goods [prices], at least for a little while longer, we cannot c...
JOEL NAROFF Commodity prices continue rising unabated, they are not showing signs of any weakening. Apart from t...
MARTIN HENNECKE The Fed is keeping an eye on core inflation because they were concerned about prices spilling over f...
GARY SCHLOSSBERG There has been a lot of selling pressure on the bond markets recently. The Treasuries market is stil...
MARIUS DAHEIM We're already seeing that shoppers are more likely to return to the site than they were last week an...
LARRY FREED The Fed is likely to make no change in its rate policy because it still see risks in the economic ou...
RICHARD RIPPE These are the kinds of things that raise eyebrows at the Fed. The implication that this January repo...
CARY LEAHEY The market had already priced in a 50-basis-point cut by the Fed.
FRANCISCO RIVERO People were expecting weak retail sales, they were already in the stocks.
JIM VOLK The market reacted positively to the lower than expected inflation figures. That means inflation is ...
LUC GIRARD Previously Korea has been one of the leveraged plays on global industrial activity. So, when people ...
HENRY CHAN These [are] secret negotiations by essentially a bunch of politically ambitious attorneys general, ....
STANLEY ROSENBLATT I'm planning to accumulate more Treasuries. Higher oil prices are going to depress consumption. It's...
AKIRA TAKEI The housing sector is still weakening and it is a cause of concern for investors. I am keeping my lo...
AKIRA TAKEI They understood their roles in how we wanted to break the press. These are mostly guys up from the J...
BRIAN ELLIS These savings are a clear positive, but retiree liability cuts are likely to see some almost immedia...
ROBERT BARRY I'm surprised the market is not moving higher. I'm starting to wonder if the Fed is actually more bu...
CHARLES ROTBLUT While a Koizumi win was priced in, such a decisive victory ... is more than most were expecting. Koi...
KIRBY DALEY You've got to look beyond the first-quarter numbers. You have to look at what are they putting in pl...
DAVID KUDLA The Fed didn't act because the economy looks like its still right around its equilibrium level. The ...
DONALD STRASZHEIM In the near term Budget would be the key to the direction of the market. As long as the Nifty does n...
ASHU KAKKAR![]()
Children are not our property, and they are not ours to control any more that we were our parents' p...
RICHARD BACH
HIROKI SHIMAZU Treasuries are expensive at these levels given that the Fed is still going to raise interest rates. ...
HIROYUKI YAMADA We are planning to buy Treasuries and the consumer price report reinforced our views that U.S. notes...
SATOSHI ASAI Inflation is under control and inflationary pressures are subdued. We are looking for opportunities ...
MASAYUKI YOSHIHARA This is a chance to buy and we are increasing our exposure. Inflation is under control and that make...
MASAYUKI SENDA Ten-year Treasuries are very close to the yield level at which we plan to buy. We prefer the 10-year...
SATOSHI ASAI The Fed is not finished yet in raising interest rates. Investors are still cautious on inflation and...
YOSHIHIRO ISHIDA We are increasingly bullish on Treasuries because of where yields are. We are looking to buy more wh...
MASAYUKI SENDA We've seen purchases of bonds receding. Investors cannot be bullish on Treasuries until the Fed stop...
YOSHITAKA MAJIMA A 25-basis-point increase is already more than priced in and we are all looking forward to what the ...
JAVIER ANGULO
The Federal Reserve can only buy Treasuries and agencies, and moreover quantitative easing typically... BEN BERNANKE Treasuries can still fall some more. Some people are worried about the outlook for inflation because...
MASATSUGU YAMAMOTO We are still keeping our bullish view on Treasuries. We expect to see Treasury yields peak soon.
AKIRA TAKEI Foreign central banks will continue to buy Treasuries, so I am a little bullish. Yields may drop bel...
SATOSHI ASAI There's a good chance the Fed will raise tomorrow and change their language to indicate rates are on...
JOHN MASKELL There is some room for the market to rally in the next few weeks. We are looking for opportunities t...
MASATSUGU YAMAMOTO Treasuries remain under pressure and only weaker-than-expected data seem likely to reverse the curre...
CYRIL BEUZIT Durable goods orders tend to be a more prominent leading indicator. I expect a weaker number, so I a...
AKIRA TAKEI Durable goods order tends to be a more prominent leading indicator. I expect a weaker number, so I a...
AKIRA TAKEI There were rumors China may revalue its currency in March. Based on that rumor, people are assuming ...
FRANK HSU There are shifting expectations on whether the Fed will pause or not after its meeting next week. Si...
CRAIG CHAN The market is moderating its inflation expectations. It's a good time to get into U.S. Treasuries.
ALEX ROHNER This is a good level to buy Treasuries. We're looking for opportunities to extend the duration of ou...
SATOSHI ASAI I am still a little bit bearish. The market thinks the U.S. economy is strong. Treasuries are still ...
HIROYUKI YAMADA The stock market is not making it any easier for Treasuries to fall.
PAUL HORRMANN It brings it back to oil. As long as energy is making new highs, Treasuries will rally.
GEORGE GONCALVES Inflation is still a threat when U.S. economic growth is relatively strong. It will weigh down Treas...
MASAYUKI SENDA We've got a lot of supply so that's putting Treasuries onto a bearish footing. People aren't expecti...
CHRISTOPH RIEGER Treasuries are near the levels where investors think they offer value. Core inflation looks calm, so...
MASAYUKI YOSHIHARA We are still cautious about Treasuries because global interest rates are rising. I'll wait before bu...
MASAYUKI SENDA The likelihood of faster inflation means we have to be very cautious about holding Treasuries.
MASAYUKI SENDA If under these circumstances the F.O.M.C. is prepared to keep going, then this means that the commit...
EDWARD MCKELVEY We are still a bit bearish on Treasuries. The economy is doing well.
HIROYUKI YAMADA If we get evidence of inflation pushing up beyond the levels we've seen already, then it's game on f...
ANTHONY O'BRIEN A short-term pop in dividend stocks is not likely. The market has re-priced these stocks over the pa...
JAMES DENNEY Yields on Treasuries have risen and some people are thinking this signals higher interest rates in t...
MARCELO RIBEIRO The US treasuries are declining in price but our comparative benchmark is not moving so the spread i...
ROLAND AVANTE Pressure from bunds is working its way into the Treasury market. Bunds and Treasuries are moving han...
GERALD LUCAS This economy has a lot of momentum and seems intent on challenging the Fed to keep in under control....
CARL TANNENBAUM The Fed is still looking at inflation. Katrina is certainly going to have some negative impact on th...
BRIAN STINE Five-year Treasuries should continue to attract buyers. We can expect the auction to go well, and th...
CYRIL BEUZIT If figures in the jobs data are stronger than expected, 10-year treasuries could rise to 5 percent w...
HIROKI SHIMAZU With inflation really under control and deflation at producer price levels, I don't think they'll do...
PETER CANELO We don't see the Fed stopping before the second half of 2006. We are recommending investors sell Tre...
YASUTOSHI NAGAI In the short-term, we wouldn't want to oppose this move, and it could go a little further. There's n...
ANDY CHAYTOR
if those [people] are holders of government bonds based upon a benign outlook for inflation, they ha... BILL GROSS The longer you see energy prices at these levels, the more likely it seeps into broader measures of ...
BILL DAVISON Japanese investors are going into Treasuries. The dollar is going to be very well supported.
LUKE WADDINGTON He's likely to make more bullish comments on the economy and deflation. That will put upward pressur...
TOMOKO FUJII The market is seeing a dream run. The runaway rally is not showing any signs of fatigue despite fore...
DEEPAK SHAH Longer-term rates will not rise dramatically as long as the Fed keeps the short-term policy rate at ...
DAVID KOTOK What surprises me, what amazes me, is that it seems the military people were expecting to stumble on...
HANS BLIX There is no sign of the economy slowing and that's bad for the Treasury market. We're not expecting ...
HIROKI SHIMAZU I do not expect core inflation to rise much above these levels. But were it to do so, this would sea...
PAUL ASHWORTH The council's debt levels in the near term are likely to remain at levels consistent with the curren...
DANIELLE WESTWATER The U.S. Treasury market will outperform their European counterparts. The yield spread is making Tre...
AKIRA TAKEI The long end of the curve is very cheap. We are maintaining our long duration position in Treasuries...
AKIRA TAKEI Any possible move out of Treasuries by the Chinese will lead to a weaker dollar.
JAN LAMBREGTS The upside of Treasuries is looking heavy given the looming auctions.
MASAYUKI YOSHIHARA We believe they'll hike rates at least one or two more times. Expectations the Fed will be vigilant ...
JOSE MAZAS We're starting to have a more positive scenario, where investors are resuming their bets that emergi...
EDUARDO COTRIM The markets could correct up to 20 percent over the long-term. I'm not looking at any more levels. T...
ANDREW HOLLAND The inversion of the curve could continue certainly well into the second quarter. It depends on the ...
DON ALEXANDER
How do you know if something is real? That’s easy. Does it change you? Does it form you? Does it g... C. JOYBELL C. Historically a flat or inverted yield curve is bad news for the market but I don't think that is the...
BRIAN STINE The drop-off in Treasuries can't be ignored. That is contributing to weaker sentiment in Japanese bo...
HIROAKI TAKAI The near term gyrations in the dollar are more keyed in to the TICS data, and the revised view that ...
MIKE CAREY The continued stability of the composite index at a relatively high 74, along with the improvement i...
DON NORMAN One reason we are seeing some volatility is that there are nervous bond investors who own Treasuries...
ANTON PIL High oil prices may raise inflation but longer-term it's negative for growth and that's how the Fed ...
DAVID MANN Japanese investors are buying the dollar to purchase overseas assets, such as Treasuries.
LUKE WADDINGTON It's not that jurors make up their minds at the opening. At that time, jurors get to see what each s...
PETER HOFFMAN It's not going to affect monetary policy. The Fed is forward looking. The change is at the low end o...
GARY SCHLOSSBERG
While both these statements refer to eggs, the main difference between these two rather irking state... CHRISTINA ENGELA The markets were wrong in the first place to worry about inflation, ... will not let inflation run o...
GEOFFREY DENNIS It looks like inflation there (United States) is more under control than before.
JULIO MORA Asian central banks have been huge buyers of Treasuries, so if they're going to be buying less to ho...
DARIUSZ KOWALCZYK Any surprises in the January CPI data from Bavaria and Brandenburg will clearly influence short-term...
MARC OSTWALD While we can be somewhat blase about goods [prices], at least for a little while longer, we cannot c...
JOEL NAROFF Commodity prices continue rising unabated, they are not showing signs of any weakening. Apart from t...
MARTIN HENNECKE The Fed is keeping an eye on core inflation because they were concerned about prices spilling over f...
GARY SCHLOSSBERG There has been a lot of selling pressure on the bond markets recently. The Treasuries market is stil...
MARIUS DAHEIM We're already seeing that shoppers are more likely to return to the site than they were last week an...
LARRY FREED The Fed is likely to make no change in its rate policy because it still see risks in the economic ou...
RICHARD RIPPE These are the kinds of things that raise eyebrows at the Fed. The implication that this January repo...
CARY LEAHEY The market had already priced in a 50-basis-point cut by the Fed.
FRANCISCO RIVERO People were expecting weak retail sales, they were already in the stocks.
JIM VOLK The market reacted positively to the lower than expected inflation figures. That means inflation is ...
LUC GIRARD Previously Korea has been one of the leveraged plays on global industrial activity. So, when people ...
HENRY CHAN These [are] secret negotiations by essentially a bunch of politically ambitious attorneys general, ....
STANLEY ROSENBLATT I'm planning to accumulate more Treasuries. Higher oil prices are going to depress consumption. It's...
AKIRA TAKEI The housing sector is still weakening and it is a cause of concern for investors. I am keeping my lo...
AKIRA TAKEI They understood their roles in how we wanted to break the press. These are mostly guys up from the J...
BRIAN ELLIS These savings are a clear positive, but retiree liability cuts are likely to see some almost immedia...
ROBERT BARRY I'm surprised the market is not moving higher. I'm starting to wonder if the Fed is actually more bu...
CHARLES ROTBLUT While a Koizumi win was priced in, such a decisive victory ... is more than most were expecting. Koi...
KIRBY DALEY You've got to look beyond the first-quarter numbers. You have to look at what are they putting in pl...
DAVID KUDLA The Fed didn't act because the economy looks like its still right around its equilibrium level. The ...
DONALD STRASZHEIM In the near term Budget would be the key to the direction of the market. As long as the Nifty does n...
ASHU KAKKAR
Children are not our property, and they are not ours to control any more that we were our parents' p... RICHARD BACH
