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Letter "R" » Rory Robertson Quotes
«The thing that helped the economy so much was a drop in interest rates, which meant lower mortgage rates, which meant consumers have been able to tap the wealth in their homes by refinancing and taking equity out of their homes. With rates having backed up so sharply, refinancing is not such a bargain any more.»
«Financial conditions clearly are quite a bit tighter than they were six weeks ago. I'd be dumbfounded if the Fed was not anxious about this dramatic rebound in yields dampening the rebound in the pipeline.»
«If gross domestic product prints 2.75 or 3 percent, it's broadly where the market is. People put very little weight on the fact that any pressure on inflation in the U.S. is quite modest and that's breeding low and steady bond yields.»
«There's a perception that the economy is actually doing quite well, in particular the labor market. It's a fairly straightforward assumption the Fed would want to hike rates in March and perhaps in May. You might see bond yields go higher.»
«The lesson from Australia is, as long as interest rates stay relatively low, the market will cool, not crash.»
«This is the first time the new Fed Chairman has spoken to an audience other than politicians and it's a week before the next policy meeting, so it's no wonder people are tense.»
«It's very clear that there's minimal inflation pressures in the U.S. beyond the oil-price pressures. A lot of fundamental players will see value in the 10- year Treasuries at 4.8 percent levels.»
«The markets were a little disappointed that the Fed didn't give any explicit hint that a pause is around the corner.»
«After a long period of inactivity, the tide looks to be turning on the local interest-rate front.»
«It leaves open the door for the Reserve Bank to raise official interest rates sooner rather than later.»

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