35 Quotes by Josh Stiles

It doesn't look like from what we are seeing this morning that the economy is recessionary, and now it's probably going to cast some doubt on how aggressive the Fed is going to want to be from here,

We don't know enough about him to know whether there might be a surprise attack so there is some caution. But overall, the 10-year yield has been in a range of 4 5/8 to 4 /12 for weeks and today, we're right in the middle of that range.

We should still have a pretty good quarter for consumer spending. January retail sales, excluding autos, were very strong.

We don't look at this number and say it's the end of manufacturing strength. Still, it hasn't hurt the bond market.

We saw moderation in the indices on prices paid, employment, and six-month business conditions outlook. That offset the impact of the headline number.

is going to hurt the bond market more.

The view is that the market could withstand a 25 basis point rate hike.

Strength in productivity is one main reason (that is) keeping inflation low, ... It has shifted the focus back to the economy - maybe the economy can grow at such strength without inflation.

The bottom line is, agencies will maintain their highest credit rating. Agencies are looking like pretty good value.