Marissa, please tell us. I'm willing to be a believer. Maybe we're all being too hard on you.
Now is the time. Make the case.
I doubt it. How about ditching her & keeping some of the laid off employees--cutting some muscle there. While we're at it, Missy, could you take a 50% pay cut?
BINGO! Good call--Bill Dudley of NY FED said there may be no more rate hikes soon because of strong dollar. UUP sold off bigtime--on the way to $24-24.50 area.
Sentiment: Strong Sell
What are the rules? Anybody know?
Marenkov, much has changed since November data you cite. It will be interesting to see what the next set of data show.
Jeff Gundlach (Doubleline Capital chief) in Barrons "roundtable" from last week: "One reason rates could rise in this environment (of low inflation) is because of liquidation of Treasuries by foreign holders. Liquidation by central banks and soverign wealth funds seems to overwhelming the flight-to-safety demand for Treasuries".
Co-panelist Felix Zulauf agreed with Gundlach: "I agree with Jeffry that foreign central banks are selling large amounts of Treasuries to support their currencies. It isn't just China, but the Saudis and Omanis and some others (Japan?). These sales are being felt in the Treasury market; that's why bond yields didn't fall as much as you would expect, given what has happened to commodities (and stocks recently)" Zulauf later went on to predict that the dollar could have a big correction, against the euro at least.
One interesting thing in the last couple of weeks was how little bonds rallied on the major selloff in stocks.
Argue with Gundlach. Dow futures down 300, yet TLT barely up a dollar. Tim Seymore on CNBC said sell TLT.
The interviews were in the cover story, 2016 outlook article.
Big source of demand and support for USTs gone. And the FED stopped buying also. 2 legs of a 3 leg stool gone. Only one left is investor demand, and that may be wobbling.