Page 3 - Robert Tipp News Today

The 10years getting too expensive until 3. 5 , quite frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. People are going to go out of bonds into equities. It is pretty high right now. Bond returns, we are only three weeks into the year but they are not very...

Expensive until closer to 3. 5 , frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. People are going to go out of bonds into equities. Cinnamon is pretty high in the equity market right now. Bond returns, we are only three weeks into the year but they are n...

Gina we dont need to worry about the 10years getting too expensive until 3. 5 , quite frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. Jonathan m we have been talking about this rate rotation for years. People are going to go out of bonds into equities. It is pretty high right now. Bond returns, we are only thr...

Urges patience as the economy continues to outperform. It is hard to talk down your currency when fundamentals are improving. The currency has found a headwind, but we believe we are justified by the domestic strength of the economy. The reason they are not too concerned by the euro is it exogenous shock. It is a manifestation of the confidence of the eurozone and their policy. The eurozone is now growing as much as the united states. I dont know if you change Monetary Policy if it affects that ...

President draghi urges patience as the economy continues to outperform. It is hard to talk down your currency when fundamentals are improving. The currency has been a headwind, but we believe we are justified by the domestic strength of the economy. The reason they are not too concerned by the euro is it seems to be an endogenous exogenous shock. It is a manifestation of the confidence of the eurozone and their policy. The eurozone is now growing as much as the united states. And so, i dont know...

It is hard to talk down your currency when fundamentals are improving. The currency has been a headwind, but we believe we are justified by the domestic strength of the economy. The reason they are not too concerned yet by the euro is it s an aan end is it seems to be an exogenous shock. It is a manifestation of the confidence of the eurozone and their policy. The eurozone is now growing as much as the united states. And so, i dont know if you change Monetary Policy if it affects that much. I th...

It is hard to talk down your currency when fundamentals are improving. The currency has been a headwind, but we believe we are justified by the domestic strength of the economy. The reason why they are not too concerned about the euro is it seems to be an exogenous appreciation, it is a manifestation of the confidence of the eurozone and their policy. The eurozone is now growing as much as the united states. And so, i dont know if you change Monetary Policy if it affects that much. I think the e...

It is hard to talk down your currency when your fundamentals are improving. The currency has found a headwind, but we believe we are justified by the domestic strength of the economy. The reason they are not too concerned by the euro is it seems to be the result of a good demand sharp, not an exogenous shock. It is a manifestation of the confidence of the eurozone and their policy. The eurozone is now growing as much as the united states. I dont know if you change monetary policy. I dont know if...

As the economy continues to outperform. It is hard to talk down your currency when fundamentals are improving. The currency has been a headwind, but we believe we are justified by the domestic strength of the economy. The reason why are not too concerned yet by the euro is it seems to be an exogenous shock. It is a manifestation of the confidence of the eurozone and their policy. The eurozone is now growing as much as the united states. And so, i dont know if you change Monetary Policy if it aff...

Job growth, labor force participation, it is a solid report. We need more americans back to work. Some are opting not to join the labor force and it is important that we make it attractive for them to join the labor force. You are talking about another 222,000 jobs, the moving average 194,000 jobs. It is almost inconceivable. Wages and price pressures will eventually show up, so it will not bring the bond yields down very much and it will not calm the fed beyond a short amount of time because if...