Jason Evans may refer to: (wikipedia)
There is a long-term favorable backdrop to long-term securities in demand from the pension industry.
As we look forward, and try to get a pulse on the economy, there's going to be a significant amount of data pollution that's going to make it very difficult for us.
There have been accounts that have been cash-rich, sitting on the sidelines, waiting for the FOMC to decide when and how to invest. We're seeing a bit of that going on.
Of the two main challenges for the Fed, a slight slip in activity versus a pick-up in inflation, we think insuring long- term price stability is the more pressing issue.
The market is building a supply concession. The market is not doing much more than supply-based trade.
The trade of the week is trying to be short in front of what's expected to be a strong payrolls report and in anticipation of the refunding supply next week.
The street is building in a small concession to take down today's supply. There are going to be fewer meaningful changes in positions ahead of tomorrow.
I think the amount of market and regulatory scrutiny would deter any predatory activity.
The combination of a slide in equities and further run up of oil is certainly producing a supportive backdrop for our market. It's absolutely a flight to quality pushing the market.
It would appear as if we are in the end game for the Fed, but we think the question is whether we're in the 7th, 8th, or 9th inning.
