FBC The Willis Report December 23, 2014
It is a great number. We get a number like this, a big revision upward to 5 . The dark cloud all year has really been been the bond market. 10year yields hovering 2 . We dipped below two a couple times. That makes investors a little concerned. The problem is not here but in europe. High yield keeps anchor on our yield. There were dark clouds in this. Durable goods still a problem. I have some questions about aircraft manufacturers. I think well hear more from some of the other guests on that. Rich talk about that in terms of what were seeing on exports. Dollar is weakening. Strength in europe....